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New Hire Journey - Krista
Sched CSM Onboarding
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Monday, January 13
 

TBA

Product (Sched, Userpilot (Pendo), Schedmin)
Monday January 13, 2025 TBA
TBA
Monday January 13, 2025 TBA
TBA
  Daily Focus

9:30am EST

Morning Sync
Monday January 13, 2025 9:30am - 10:15am EST
Zoom



Speakers
avatar for Janina Mangiolino

Janina Mangiolino

CSM, apple
The Man. The Myth. The Legend
avatar for Belton Mickle

Belton Mickle

CSM, Sched
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate... Read More →
avatar for Tom Storer
Monday January 13, 2025 9:30am - 10:15am EST
Zoom
  Group Work

10:30am EST

Build Week 2 & 3 Schedule in Sched
Monday January 13, 2025 10:30am - 3:30pm EST
Speakers
avatar for Krista Gerber
Monday January 13, 2025 10:30am - 3:30pm EST
  Solo Work

3:30pm EST

Collate Product Usage Notes
Monday January 13, 2025 3:30pm - 5:30pm EST
Speakers
avatar for Krista Gerber
Monday January 13, 2025 3:30pm - 5:30pm EST
  Solo Work

5:00pm EST

Share live New Hire Sched Journey
Monday January 13, 2025 5:00pm - 5:30pm EST
Share link in our csm-onboarding-jan-feb25 channel
Speakers
avatar for Krista Gerber
Monday January 13, 2025 5:00pm - 5:30pm EST
  Solo Work
 
Tuesday, January 14
 

TBA

Product (Sched, Userpilot (Pendo), Schedmin)
Tuesday January 14, 2025 TBA
TBA
Tuesday January 14, 2025 TBA
TBA
  Daily Focus

8:30am EST

Complete Schedule in Sched
Tuesday January 14, 2025 8:30am - 9:00am EST
Tuesday January 14, 2025 8:30am - 9:00am EST
  Solo Work

9:00am EST

CSM Check in
Tuesday January 14, 2025 9:00am - 10:00am EST
https://sched.zoom.us/j/81215760247
Speakers
avatar for Janina Mangiolino

Janina Mangiolino

CSM, apple
The Man. The Myth. The Legend
avatar for Belton Mickle

Belton Mickle

CSM, Sched
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate... Read More →
avatar for Tom Storer
avatar for Krista Gerber
Tuesday January 14, 2025 9:00am - 10:00am EST
https://sched.zoom.us/j/81215760247
  Check-in

11:30am EST

HubSpot with Sofia
Tuesday January 14, 2025 11:30am - 12:30pm EST
Speakers
SS
Tuesday January 14, 2025 11:30am - 12:30pm EST
  Training

1:30pm EST

Deep dive Userpilot, Pendo, HubSpot, Schedmin
Tuesday January 14, 2025 1:30pm - 3:00pm EST
By Tuesday afternoon you will present back an answer to, Ask 2: Relative to the Sched product/platform and available tooling (Userpilot + Pendo for historicals, Hubspot and Schedmin) - What do we capture? What are we missing? Your response should include but not be limited to an Event based view and a Company level view.
  • Simple list view of what we capture is a good start
Speakers
avatar for Krista Gerber
Tuesday January 14, 2025 1:30pm - 3:00pm EST
  Solo Work

2:00pm EST

CSMs Group Sync - Planning
Tuesday January 14, 2025 2:00pm - 3:00pm EST
Speakers
avatar for Janina Mangiolino

Janina Mangiolino

CSM, apple
The Man. The Myth. The Legend
avatar for Belton Mickle

Belton Mickle

CSM, Sched
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate... Read More →
avatar for Krista Gerber
Tuesday January 14, 2025 2:00pm - 3:00pm EST
  Group Work

3:00pm EST

What do we capture? What are we missing?
Tuesday January 14, 2025 3:00pm - 5:30pm EST
By Tuesday afternoon you will present back an answer to, Ask 2: Relative to the Sched product/platform and available tooling (Userpilot + Pendo for historicals, Hubspot and Schedmin) - What do we capture? What are we missing? Your response should include but not be limited to an Event based view and a Company level view.
  • Simple list view of what we capture is a good start
Speakers
avatar for Krista Gerber
Tuesday January 14, 2025 3:00pm - 5:30pm EST
  Group Work
 
Wednesday, January 15
 

TBA

CRM/Hubspot
Wednesday January 15, 2025 TBA
TBA
Wednesday January 15, 2025 TBA
TBA
  Daily Focus

8:30am EST

Buddy Sync
Wednesday January 15, 2025 8:30am - 9:00am EST
Google Meet
Speakers
avatar for Evelina Kjellberg

Evelina Kjellberg

Jr. Account Manager, Sched
Hej!I'm a Swedish native who has found a new home in the beautiful landscapes of Greece. I share this Mediterranean adventure with my partner and our gray rescue cat, who loves to play and has a cute habit of biting a lot.I work at Sched as an Event Expert, where I pour my energy... Read More →
Wednesday January 15, 2025 8:30am - 9:00am EST
Google Meet
  Check-in, Buddy

9:00am EST

HubSpot Training
Wednesday January 15, 2025 9:00am - 10:30am EST
Speakers
avatar for Krista Gerber
Wednesday January 15, 2025 9:00am - 10:30am EST
  Solo Work

10:30am EST

ICP Research
Wednesday January 15, 2025 10:30am - 11:00am EST
Speakers
avatar for Krista Gerber
Wednesday January 15, 2025 10:30am - 11:00am EST
  Solo Work

11:00am EST

HubSpot Cont & ICP
Wednesday January 15, 2025 11:00am - 12:00pm EST
Zoom
Speakers
SS
Wednesday January 15, 2025 11:00am - 12:00pm EST
Zoom
  Training

1:00pm EST

Prep for What can we see?
Wednesday January 15, 2025 1:00pm - 2:00pm EST
Wednesday January 15, 2025 1:00pm - 2:00pm EST
  Solo Work

2:00pm EST

Q2 Sched's Platform: What can we see?
Wednesday January 15, 2025 2:00pm - 2:30pm EST
Speakers
avatar for Tom Storer
avatar for Janina Mangiolino

Janina Mangiolino

CSM, apple
The Man. The Myth. The Legend
avatar for Belton Mickle

Belton Mickle

CSM, Sched
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate... Read More →
avatar for Krista Gerber
Wednesday January 15, 2025 2:00pm - 2:30pm EST
  Check-in

3:00pm EST

HubSpot Training
Wednesday January 15, 2025 3:00pm - 4:00pm EST
Speakers
avatar for Krista Gerber
Wednesday January 15, 2025 3:00pm - 4:00pm EST
  Solo Work

4:00pm EST

ICP / Customer Research
Wednesday January 15, 2025 4:00pm - 5:30pm EST
Wednesday January 15, 2025 4:00pm - 5:30pm EST
  Solo Work
 
Thursday, January 16
 

TBA

CRM/Hubspot
Thursday January 16, 2025 TBA
TBA
Thursday January 16, 2025 TBA
TBA
  Daily Focus

8:30am EST

Review Personality Test Results
Thursday January 16, 2025 8:30am - 9:00am EST
Thursday January 16, 2025 8:30am - 9:00am EST
  Solo Work

9:00am EST

Krista / Tom 1-1
Thursday January 16, 2025 9:00am - 9:30am EST
Speakers
avatar for Tom Storer
Thursday January 16, 2025 9:00am - 9:30am EST
  Check-in

9:30am EST

Watch Customer-Specific Demos
Thursday January 16, 2025 9:30am - 10:30am EST
Thursday January 16, 2025 9:30am - 10:30am EST
  Solo Work

10:30am EST

HubSpot Training
Thursday January 16, 2025 10:30am - 11:00am EST
Speakers
avatar for Krista Gerber
Thursday January 16, 2025 10:30am - 11:00am EST
  Solo Work

11:00am EST

New Biz / Account Management Pipeline
Thursday January 16, 2025 11:00am - 12:00pm EST
Speakers
avatar for Evelina Kjellberg

Evelina Kjellberg

Jr. Account Manager, Sched
Hej!I'm a Swedish native who has found a new home in the beautiful landscapes of Greece. I share this Mediterranean adventure with my partner and our gray rescue cat, who loves to play and has a cute habit of biting a lot.I work at Sched as an Event Expert, where I pour my energy... Read More →
avatar for Marvin McTaw

Marvin McTaw

CEO, Sched
I love helping people solve problems and make dreams happen.
SS
avatar for Tom Storer
Thursday January 16, 2025 11:00am - 12:00pm EST
  Training

1:00pm EST

Support Ticket Tournament!
Thursday January 16, 2025 1:00pm - 1:30pm EST
Zoom
Speakers
avatar for Ali T.
avatar for Janina Mangiolino

Janina Mangiolino

CSM, apple
The Man. The Myth. The Legend
avatar for Belton Mickle

Belton Mickle

CSM, Sched
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate... Read More →
avatar for Krista Gerber
Thursday January 16, 2025 1:00pm - 1:30pm EST
Zoom
  Training

2:30pm EST

Play with CFP
Thursday January 16, 2025 2:30pm - 3:00pm EST
Thursday January 16, 2025 2:30pm - 3:00pm EST
  Solo Work

3:30pm EST

Review Product Roadmap, ICP & prep for Shark Tank
Thursday January 16, 2025 3:30pm - 6:00pm EST
CSMs will each pitch a new ICP related feature to a Sched panel consisting of Ali, Evelina & Sofia.
Thursday January 16, 2025 3:30pm - 6:00pm EST
  Solo Work
 
Friday, January 17
 

TBA

Customer (ICP)
Friday January 17, 2025 TBA
TBA
Please complete the following self-guided assignment around our ICP:
  1. Overview here
  2. Review our Education ICP
  3. Our Buyer Persona
  4. Recording of professional development webinar here
    1. You will need to fill out the form to access it

Learn about who our customers are, what’s important to them, and how we help meet their needs.

  1. Overview here
  2. Review our Education ICP
  3. Our Buyer Persona
  4. Recording of professional development webinar here
  5. Recording of K-12 (primary and secondary education) here
  6. Recording of Universities and Colleges here
  7. Recording of Non-Profit webinar here
    1. You will need to fill out the form to access these

Friday January 17, 2025 TBA
TBA
  Daily Focus

9:00am EST

Prep for Shark Tank
Friday January 17, 2025 9:00am - 11:00am EST
Friday January 17, 2025 9:00am - 11:00am EST
  Solo Work

12:30pm EST

New ICP Feature Shark Tank
Friday January 17, 2025 12:30pm - 1:00pm EST
TBA
CSMs will each pitch a new ICP related feature to a Sched panel consisting of Ali, Evelina & Sofia.
Speakers
avatar for Ali T.
SS
avatar for Evelina Kjellberg

Evelina Kjellberg

Jr. Account Manager, Sched
Hej!I'm a Swedish native who has found a new home in the beautiful landscapes of Greece. I share this Mediterranean adventure with my partner and our gray rescue cat, who loves to play and has a cute habit of biting a lot.I work at Sched as an Event Expert, where I pour my energy... Read More →
Friday January 17, 2025 12:30pm - 1:00pm EST
TBA
  Check-in

1:00pm EST

🎙️ Intro to Basecamp — Crowdcast
Friday January 17, 2025 1:00pm - 1:45pm EST
Zoom
Speakers
avatar for Krista Gerber
Friday January 17, 2025 1:00pm - 1:45pm EST
Zoom
  Training

2:00pm EST

Outlining Customer Journey
Friday January 17, 2025 2:00pm - 3:30pm EST
Friday January 17, 2025 2:00pm - 3:30pm EST
  Solo Work

3:30pm EST

ICP / Customer Research
Friday January 17, 2025 3:30pm - 5:30pm EST
Friday January 17, 2025 3:30pm - 5:30pm EST
  Solo Work
 
Monday, January 20
 

TBA

HOLIDAY: MLK Jr. Day
Monday January 20, 2025 TBA
TBA
Monday January 20, 2025 TBA
TBA
 
Tuesday, January 21
 

9:00am EST

Outlining Customer Journey
Tuesday January 21, 2025 9:00am - 9:45am EST
Tuesday January 21, 2025 9:00am - 9:45am EST
  Solo Work

10:00am EST

Sched Customer Journey
Tuesday January 21, 2025 10:00am - 11:00am EST
Speakers
avatar for Janina Mangiolino

Janina Mangiolino

CSM, apple
The Man. The Myth. The Legend
avatar for Belton Mickle

Belton Mickle

CSM, Sched
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate... Read More →
avatar for Krista Gerber
Tuesday January 21, 2025 10:00am - 11:00am EST
  Group Work

12:00pm EST

All Hands Team Meeting
Tuesday January 21, 2025 12:00pm - 1:00pm EST
Zoom
Twice a Month Company Wide Meeting

Cycle One: Department updates
  • Customer Success
  • Engineering
  • Mobile
  • Sales & Marketing
  • Finance & Admin

Cycle Two: Product Roadmap
  • New Features Reviews
  • Issues & Opportunities
Speakers
avatar for Marvin McTaw

Marvin McTaw

CEO, Sched
I love helping people solve problems and make dreams happen.
Tuesday January 21, 2025 12:00pm - 1:00pm EST
Zoom

2:00pm EST

Hold for Meeting Sittie
Tuesday January 21, 2025 2:00pm - 2:30pm EST
Speakers
avatar for Janina Mangiolino

Janina Mangiolino

CSM, apple
The Man. The Myth. The Legend
avatar for Belton Mickle

Belton Mickle

CSM, Sched
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate... Read More →
avatar for Krista Gerber
Tuesday January 21, 2025 2:00pm - 2:30pm EST
  Training

3:00pm EST

Outlining Customer Journey
Tuesday January 21, 2025 3:00pm - 5:30pm EST
Tuesday January 21, 2025 3:00pm - 5:30pm EST
  Solo Work
 
Wednesday, January 22
 

9:00am EST

Krista / Tom: Role & Responsibilities
Wednesday January 22, 2025 9:00am - 9:45am EST
Zoom
30/60/90 day plans
Speakers
avatar for Tom Storer
avatar for Krista Gerber
Wednesday January 22, 2025 9:00am - 9:45am EST
Zoom
  Check-in

10:00am EST

Hold for Meeting with Ante
Wednesday January 22, 2025 10:00am - 11:00am EST
Wednesday January 22, 2025 10:00am - 11:00am EST
  Check-in

11:00am EST

Customer Journey Working Session
Wednesday January 22, 2025 11:00am - 12:30pm EST
Speakers
avatar for Janina Mangiolino

Janina Mangiolino

CSM, apple
The Man. The Myth. The Legend
avatar for Belton Mickle

Belton Mickle

CSM, Sched
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate... Read More →
avatar for Krista Gerber
Wednesday January 22, 2025 11:00am - 12:30pm EST
  Group Work

2:00pm EST

Training Videos / Customer Research
Wednesday January 22, 2025 2:00pm - 3:00pm EST
Wednesday January 22, 2025 2:00pm - 3:00pm EST
  Solo Work

3:30pm EST

Complete Customer Journey
Wednesday January 22, 2025 3:30pm - 6:00pm EST
Wednesday January 22, 2025 3:30pm - 6:00pm EST
  Group Work
 
Thursday, January 23
 

9:00am EST

Review & Prep for Customer Journey Presentation
Thursday January 23, 2025 9:00am - 9:45am EST
Thursday January 23, 2025 9:00am - 9:45am EST
  Solo Work

10:00am EST

Q3: Sched's Customer Journey Map
Thursday January 23, 2025 10:00am - 11:00am EST
Zoom
Ask 3: by Thursday AM next week you will have a v1 of the current Sched customer journey, each step and milestone will be mapped out as a complete flow. From marketing first touch (or attendee experience) through to expansion/renewal.
  • Decide on optimal format i.e. Miro/Lucid or similar (what’s already in place)
  • Do we have different journeys in place i.e. based on higher value?
  • How are we incorporating Onboarding in this flow, if at all?
  • Attendee vs Event Organiser?
Speakers
avatar for Tom Storer
avatar for Janina Mangiolino

Janina Mangiolino

CSM, apple
The Man. The Myth. The Legend
avatar for Belton Mickle

Belton Mickle

CSM, Sched
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate... Read More →
avatar for Krista Gerber
Thursday January 23, 2025 10:00am - 11:00am EST
Zoom
  Check-in

11:00am EST

New Biz / Account Management Pipeline
Thursday January 23, 2025 11:00am - 12:00pm EST
Speakers
avatar for Marvin McTaw

Marvin McTaw

CEO, Sched
I love helping people solve problems and make dreams happen.
SS
avatar for Evelina Kjellberg

Evelina Kjellberg

Jr. Account Manager, Sched
Hej!I'm a Swedish native who has found a new home in the beautiful landscapes of Greece. I share this Mediterranean adventure with my partner and our gray rescue cat, who loves to play and has a cute habit of biting a lot.I work at Sched as an Event Expert, where I pour my energy... Read More →
avatar for Tom Storer
Thursday January 23, 2025 11:00am - 12:00pm EST
  Training

1:00pm EST

Hold for Meeting Support Team Member
Thursday January 23, 2025 1:00pm - 3:00pm EST
Thursday January 23, 2025 1:00pm - 3:00pm EST
  Solo Work

3:00pm EST

Catch up on any HubSpot Training / Onboarding
Thursday January 23, 2025 3:00pm - 5:30pm EST
Thursday January 23, 2025 3:00pm - 5:30pm EST
  Solo Work
 
Friday, January 24
 

9:00am EST

CSM Team Meeting & Ways of Working
Friday January 24, 2025 9:00am - 9:45am EST
Zoom
Speakers
avatar for Evelina Kjellberg

Evelina Kjellberg

Jr. Account Manager, Sched
Hej!I'm a Swedish native who has found a new home in the beautiful landscapes of Greece. I share this Mediterranean adventure with my partner and our gray rescue cat, who loves to play and has a cute habit of biting a lot.I work at Sched as an Event Expert, where I pour my energy... Read More →
avatar for Tom Storer
avatar for Janina Mangiolino

Janina Mangiolino

CSM, apple
The Man. The Myth. The Legend
avatar for Belton Mickle

Belton Mickle

CSM, Sched
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate... Read More →
avatar for Krista Gerber
avatar for Marvin McTaw

Marvin McTaw

CEO, Sched
I love helping people solve problems and make dreams happen.
SS
Friday January 24, 2025 9:00am - 9:45am EST
Zoom
  Check-in
 
Friday, January 31
 

TBA

TEST
Friday January 31, 2025 TBA
Friday January 31, 2025 TBA
 
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