Know the Product. Lead the Call.
Everything an Onboarding Specialist needs to prepare, deliver, and follow through—organized by product and built for the pace of the day.
- Products to master
- 4
- To campaign launch
- 7 days
- Confused clients
- 0
No client should ever leave a call feeling lost or confused.
They should always know their next steps, how to navigate the platform, and exactly what our processes and methods are.
Review the professional guidelinesYour Call-Ready Checklist
- Step 01
Choose the Product
Open the correct product playbook.
- Step 02
Open the Source Files
Use the live script, current presentation, and relevant 90-day plan.
- Step 03
Review the Client
Review the client’s goals, context, deliverables, and outstanding tickets.
- Step 04
Run and Recap
Send the actions, owners, deadlines, and required deliverables after the call.
Product Playbooks
AI Incubator, AI Accelerator, AI Launchpad and AI Automation Agency.
AI Products Breakdown
What's inside each offer — inclusions, support levels and pricing.
Deliverables
Cold email funnel launch timeline and checklist per product.
Daily Workflow
The day, hour by hour, from overnight clear-down to EOD report.
Call Training
Example recordings, coaching notes and key timestamps.
Courses
Shared Heartbeat courses available across every product.
Resources
Prime Partner portal and shared reference material.
Professional Guidelines
Pre-call standards, presentation rules and branded virtual backgrounds.