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New Hire Journey - Krista
Sched CSM Onboarding
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Type: Solo Work clear filter
Monday, January 13
 

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
 

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

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
 
Wednesday, January 15
 

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

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

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
 

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

9:30am 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

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
 

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

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
 
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

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
 

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
 
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

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
 
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