Welcome to Interview Now & Onboarding!
We’re excited to help your team get up and running with our platform. To make your onboarding experience smooth and valuable, we’ve laid out a structured process that covers everything you need to know—from getting started to defining success and understanding our core features. Here’s a general overview of what to expect during onboarding:
Phase 1: Welcome & Orientation
Your journey begins with a warm welcome from our CEO or Implementation Manager. This phase is all about setting expectations, outlining what the full onboarding process looks like, and providing access to our Onboarding Hub.
You’ll receive:
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A summary of the three onboarding phases in the form of an email.
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Tips on preparing your team (time commitment, who should attend, etc.)
Getting Started: Platform Setup Basics
Next, we walk you through the basics of setting up your organization within the platform. This includes:
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Logging in
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Navigating the dashboard
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Adding admin and team accounts, and managing permissions
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Answers to common setup questions
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A helpful video walkthrough
Defining Success: Setting Goals & Metrics
To ensure the platform works for your goals, we’ll help you prep for the goal alignment session. You’ll see:
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Examples of success metrics (like contact rates, form completions, or event attendance)
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How your specific goals shape platform workflows and configuration
Core Features Overview
We’ll give you a quick tour of the core tools you’ll be using. There will be a few video and feature breakdown highlights:
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Pre-screening workflows
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Conversation management
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Form usage
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Event scheduling
Getting Support: We’ve Got You Covered
We know questions come up, so we make it easy to get help early and often. You’ll learn:
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Where to go for support (email, office hours, ticket system)
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How quickly to expect a response
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Where to find ongoing resources and our knowledge base
Before Your Tailored Session
To wrap up Phase 1, we’ll make sure you’re ready for the more customized parts of onboarding. You’ll be guided to:
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Explore the platform
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Add your team members
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Begin testing pre-screening workflows