Onboarding Plan for Abby Armada
**Role: **Customer Care Representative
Start Date: 13 November 2017
Day One: Monday, 13 November 2017
* Email, Clubhouse, and Slack access
* 10:30am Standup (Daily)
* 11:00 - 11:45am Clubhouse Bi-weekly Priorities Discussion
* 12:00 - 2:00pm Team Lunch
* 2:00 - 3:00pm Walk through of Clubhouse with Pavla
* Access to other tools: GitHub, Zendesk, Pendo, Nutshell, FullStory, Stripe
* Review Customer Success Guide:
* https://docs.google.com/document/d/1BH8_nJu6J2aiyI1L5mmeZfEG1YoOCaDlvZnn-TUXWgE/edit
Day Two: Tuesday, 14 November 2017
* 11:00 - 11:30am Frontend/Success Backlog Review
* 11:30 - 12:00pm Product Prioritize Meeting
* 2:00 - 3:00pm Review Customer Success Guide with Pavla
* Work alongside Pavla on Zendesk tickets and understanding the team/product/priorities
Day Three: Wednesday, 15 November 2017
* Continue triaging Zendesk tickets with Pavla
* 12pm Work-Bench Friendsgiving Lunch
* 2:00 - 2:30pm Customer Clubhouse Demo: Britt
* Walk-through of the Clubhouse Help Center with Pavla
* More Customer Success Guide!
Day Four: Thursday, 16 November 2017
* Promoter feedback and campaign overview
* Review other Customer Success tools with Pavla: Pendo, FullStory, Nutshell, Promoter.io, Guru, Dashboard, Medium, Stripe
* Walk-through of customer follow-ups
* Zendesk triaging continued
Day Five: Friday, 17 November 2017
* Begin moving Customer Success Guide over to GitHub
* 2:00 - 3:00pm: One on one planning session: Knowing what you know, where do you want to get to in the next month? 3 months? Let's set some goals and also decide on a regular cadence for meeting and sharing feedback.
* Prep for Monday's review of "Week One Braindump" (see below!)
* Zendesk triaging continued
Day Six: Monday, 20 November 2017
* Zendesk triaging continued
* CS Guide to GitHub continued
* 12:00 - 2pm Clubhouse Team Lunch
* 4:30 - 5pm: "Week One Braindump" - After your first five days, you will have a good enough understanding of things at Clubhouse but still be new enough to have interesting ideas and concerns.
* Please gather those thoughts in a Google doc to share with Pavla
Day Seven: Tuesday, 21 November 2017
* Zendesk
* CS Guide to GitHub continued
* Updating the Help Center (see assigned Stories, i.e. CH22833)