OS HUBOnboarding Specialists
Internal enablement · Standards

Professional guidelines.

How every Onboarding Specialist shows up on camera. Run this checklist before you take a single client call.

Rule #1

A client should never get off a call with you feeling lost or confused.

They should always know their next steps, exactly how to navigate the platform, and exactly what our processes and methods are. If there is any doubt in their voice at the end of the call, the call is not finished.

Before you take calls

Pre-call standards

  • Pick a virtual background

    Choose one of the branded backgrounds below and keep it consistent across your calls.

  • Confirm your audio

    Test your mic before every call. No echo, no background noise, no dropping in and out.

  • Hair always done

    Groomed and presentable on camera, every single call.

  • Women — modest, business-appropriate attire

    Professional clothing that keeps the focus on the client's business.

  • Men — collared shirt, polished appearance

    Collared shirt at minimum, clean and put-together.

  • Use headphones and a microphone if needed

    If your built-in setup is not crisp, use a headset.

  • Reliable Wi-Fi or internet

    Always have dependable connectivity, plus a backup hotspot if your connection is unstable.

  • Never use profanity

    No exceptions, no matter how casual the client gets.

  • Speak like a business partner, not a friend

    Warm but professional. You are advising on their business, not catching up with a buddy.

  • Show up with conviction

    Believe in the plan you are walking them through — they will mirror your energy.

  • Show up with authority

    You are the expert on our process. Lead the call.

  • Always have a smile on your face

    It carries through your tone even more than your camera.

  • Leave clear next steps

    Close every call with what happens next, who owns it and when it happens.

Branded assets

Pick a virtual background

Download the one you like and set it in Zoom under Settings → Background & Effects. Pick a background that contrasts with what you wear so you stay the focus of the frame.

Brand Gradient — Logo AI Acquisition virtual background

Brand Gradient — Logo

Minimal black gradient with the AI Acquisition logo. Cleanest option on any webcam.

Download
Dark Lounge — Bonsai AI Acquisition virtual background

Dark Lounge — Bonsai

Deep navy branded wall with warm accent lighting.

Download
Dark Lounge — Shelving AI Acquisition virtual background

Dark Lounge — Shelving

Cool teal shelving with branded wall. Great with front lighting.

Download
Dark Suite — Walnut AI Acquisition virtual background

Dark Suite — Walnut

Moody walnut and teal suite. Very executive on camera.

Download
Dark Sitting Room AI Acquisition virtual background

Dark Sitting Room

Symmetrical armchairs and centred logo. Safe default.

Download
Dark Lounge — Tan Accents AI Acquisition virtual background

Dark Lounge — Tan Accents

Dark panels with tan leather accents.

Download
Light Arches AI Acquisition virtual background

Light Arches

Soft neutral arches. Best for brighter rooms.

Download
Light Minimal AI Acquisition virtual background

Light Minimal

Clean white wall with subtle glow. Reads well on any webcam.

Download
Light Alcove — Teal Glow AI Acquisition virtual background

Light Alcove — Teal Glow

Neutral alcove with branded teal light strips.

Download
Warm Sunlit Studio AI Acquisition virtual background

Warm Sunlit Studio

Warm sunlit space. Pairs well with natural window light.

Download
Warm Neutral Lounge AI Acquisition virtual background

Warm Neutral Lounge

Soft warm lounge with airy neutral tones.

Download

If your device cannot run a virtual background cleanly (flickering edges, lag), sit in front of a plain, tidy wall instead. A clean real background always beats a broken virtual one.