Learning Phase
- Company background & key personnel
- Tools & foundational knowledge
Onboarding Plans
Turn The Role Into A 90-Day Start Plan
Auto-generate structured onboarding from role mission, success metrics, and collaborative relationships — with people to meet, docs to read, and practice tasks.
Three phases
Learning → collaboration → independence
Managers customize timing, assign owners, and set completion criteria for each activity.
Collaboration Phase
- Actual deliverables & collaborative tasks
- Feedback nodes with manager & buddy
Independence Phase
- Independent work ownership
- Initial results tied to scorecard
Smart recommendations & milestone tracking
People to meet, docs to read, meetings, and practice tasks
Pulls from relevant teams and workflows. Managers customize timing, assign owners, and set completion criteria.
People to meet
- CEO · company vision Buddy
- VP Product · roadmap context Manager
- Top 3 customers · voice of customer
Documents to read
- 2026 OKRs · Notion
- Retention post-mortem · Drive
- CS playbook v0.3 · internal wiki
Practice tasks
- Shadow 2 onboarding calls CS Lead
- Draft churn analysis for 5 accounts
- Present retention hypothesis to team
Review Milestones
Day 30 / 60 / 90 outcomes checked against scorecard — manager confirms alignment before advancing phase.
Turn the role into a 90-day start plan
Auto-generate learning, collaboration, and independence phases tied to role outcomes.