OS HUBOnboarding Specialists
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Your first 5 days as an Onboarding Specialist

Work through each day in order. Every day ends with a completion check — don't move on until you can tick all of it off.

Open the source training guide
Day 1

Accelerator + Acquisity

1. Accelerator

Review

  • Accelerator product structure
  • 120-Day Journey
  • Client responsibilities
  • Team responsibilities
  • Cohort structure
  • Cohort Manager
  • Office Hours
  • Platform/community/support
  • Campaign launches
  • Custom AI Agent
  • Launch timing
  • What happens after onboarding

2. Client Curriculum

Complete Modules 1–3.

  • Welcome to AIA
  • AI Acquisition Case Studies
  • Introduction To Acquisity
  • The Path To Your First Paying Client
  • Your Intro & Onboarding Calls
  • Your Community
  • Your Support Calls
  • Your Weekly Calls
  • Your Bonuses
  • Review AI Acquisition Toolkit training in Heartbeat
  • Set Up Your Acquisity Workspace
  • Use the AI Consultant/Ask AI Daily
  • Learn about Your Dashboard and CRM
  • Build Cold Email Foundations
  • Use the AI SDR for Replies and Booking
  • Analyze Calls and Build Growth Plans
  • Use Help Center and Client Workspaces
  • What Is a Niche & Why It Matters
  • What Makes a Great Niche
  • Choosing Your Niche with Acquisity
  • Knowing If & When You Should Pivot

Total: 3 hr 46 min

3. Accelerator OB1 Script

Review the current Accelerator OB1 script.

Focus on understanding the purpose of each section rather than memorizing the script word-for-word.

OB1 should cover

  • Rapport and call expectations
  • Client's current position and goals
  • Business model
  • Product and client journey
  • Responsibilities
  • Platform/community/support
  • Niche
  • Offer
  • Business name/domain/foundation
  • Infrastructure
  • Acquisity
  • Next steps
  • OB2 preparation

4. Accelerator OB2 Script

Review the current Accelerator OB2 script.

Understand

  • What should be completed before OB2
  • Marketing strategy
  • 120-Day Action Plan
  • Launch timing
  • Cohort-Guided vs. Accelerated Launch
  • First actions
  • Cohort Manager handoff

5. Acquisity

Spend time navigating Acquisity.

Become familiar with

  • Workspace
  • Dashboard
  • CRM
  • Client Workspaces
  • AI Consultant (Jordan AI, Tech Wiz, Jacob AI, Market Research tabs)
  • Niche Researcher
  • Offer Creator
  • Cold Email Agent
  • AI SDR
  • Growth Plan Creator
  • Help/resources

Day 1 — completion check

Before moving to Day 2, make sure you can confidently:

  • Explain Accelerator
  • Explain the 120-Day Journey
  • Explain client responsibilities
  • Explain team responsibilities
  • Explain the purpose of OB1
  • Explain the purpose of OB2
  • Navigate Acquisity
  • Locate client information

Day 1 — knowledge check

0/10 correct

Check your understanding of Accelerator, Acquisity and the OB1/OB2 scripts before moving to Day 2.

  1. 1. What kind of support does Accelerator provide?

  2. 2. How many campaign launches are included in Accelerator?

  3. 3. What is the 120-Day Journey used for on an onboarding call?

  4. 4. Which of these is a client responsibility, not a team responsibility?

  5. 5. What is the main purpose of reviewing the OB1 script?

  6. 6. Which of these is part of OB1, not OB2?

  7. 7. Before OB2, what should you confirm?

  8. 8. OB2 ends with which handoff?

  9. 9. A client wants help choosing a niche. Which Acquisity area do you point them to?

  10. 10. What does the AI SDR inside Acquisity do?

Written answers — reviewed by your trainer

0/5 written

Answer in full sentences, in your own words. These are submitted for review, so write them as if you were saying them on a call.

  1. What a strong answer covers: Strong answers cover product structure, three campaign launches, group-led support (cohort + Office Hours), platform and community, and the Custom AI Agent — with no promises about results or revenue.

  2. What a strong answer covers: Show the sequence and what the client is doing at each stage, and frame timing as a plan rather than a guaranteed outcome.

  3. What a strong answer covers: Look for clear ownership on both sides plus language that frames responsibility as the path to results, not a disclaimer.

  4. What a strong answer covers: Rapport and expectations, current position and goals, business model, product and journey, responsibilities, platform/community/support, niche, offer, business foundations, infrastructure, Acquisity, next steps, OB2 prep.

  5. What a strong answer covers: Name the gap early, reset the agenda to close it, keep the tone supportive, agree concrete next steps and log outstanding items — do not push into launch planning.

Day 2

Launchpad + Launchpad Plus + Income System Platform

5. Income System Platform

Become familiar with

  • Finding client under “Users”
  • Impersonating & reviewing client information
  • Finding onboarding information
  • Finding product information

Day 2 — completion check

Before moving to Day 3:

  • I can distinguish the three products
  • I know which script applies to each onboarding stage
  • I can navigate the Income System Platform
  • I can locate client information
  • I understand where onboarding information is documented

Day 2 — knowledge check

0/10 correct

Check that you can tell the products apart and navigate the Income System platform.

  1. 1. What does Launchpad add on top of Accelerator?

  2. 2. What makes Launchpad Plus different from Launchpad?

  3. 3. On any call, how should you handle scripts across tiers?

  4. 4. Which four things must you be able to identify instantly for any client?

  5. 5. What is the safest way to talk about timelines and results?

  6. 6. A Launchpad client asks for fortnightly private coaching. What do you do?

  7. 7. Where do you find a specific client in the Income System Platform?

  8. 8. Which curriculum module covers Cold Email Outreach?

  9. 9. A client is unsure which outreach route to run. Which two modules do you point them at first?

  10. 10. Why does onboarding information need to be documented in the platform?

Written answers — reviewed by your trainer

0/5 written

Answer in full sentences, in your own words. These are submitted for review, so write them as if you were saying them on a call.

  1. What a strong answer covers: Each tier should be described by what it adds: campaign capacity, private milestone support, VA placement, custom AI agent, fortnightly private coaching for Plus.

  2. What a strong answer covers: Look for a calm boundary, exact language about what is included, what happens next, and an escalation or follow-up rather than a new promise.

  3. What a strong answer covers: Users → impersonate, onboarding and product information, previous notes and outstanding items, then the matching script.

  4. What a strong answer covers: Offer, Cold Email, LinkedIn, Sales Fundamentals, Podcast Method — tied to where the client actually is, not module order for its own sake.

  5. What a strong answer covers: No revenue, results or delivery-date promises. Frame the plan, the inputs the client controls and the support around them.

Day 3

Pre-call workflow + mock calls

2. Pre-Call Workflow

Before every onboarding call, follow this process.

Step 1 — Identify the client

  • Client name
  • Product
  • Onboarding stage
  • Correct script

Step 2 — Review the client

Review all relevant information:

  • Business Foundations info
  • Niche
  • Offer
  • Infrastructure (is Acquisity already set up?)
  • Previous onboarding information
  • Previous notes
  • Previous decisions
  • Outstanding items

Second half of Day 3 — Mock calls

You will now begin practicing the actual onboarding calls.

Day 3 — completion check

Day 3 is complete when you can:

  • Run the pre-call workflow end to end without prompting
  • Identify product, stage and script for any client
  • Deliver a mock OB1 and OB2 using the correct script

Day 3 — knowledge check

0/9 correct

Check your grasp of the later curriculum modules, pre-call preparation and mock call standards.

  1. 1. What must you establish before any onboarding call?

  2. 2. Which of these is part of reviewing the client's foundations pre-call?

  3. 3. Why do you review previous information, notes and outstanding items?

  4. 4. What does “Infrastructure” mean in the pre-call review?

  5. 5. Which module covers The Discovery Call?

  6. 6. What are mock calls for?

  7. 7. During a mock call you lose your place in the script. Best move?

  8. 8. What makes a growth plan useful to a client?

  9. 9. By the end of Day 3 you should be able to:

Written answers — reviewed by your trainer

0/5 written

Answer in full sentences, in your own words. These are submitted for review, so write them as if you were saying them on a call.

  1. What a strong answer covers: Identify the client (name, product, stage, script), then review foundations, niche, offer, infrastructure, previous information, notes, decisions and outstanding items.

  2. What a strong answer covers: Prioritise product, stage and script, scan what exists, plan the questions that fill the gaps on the call, and flag the missing record afterwards.

  3. What a strong answer covers: Rapport, call purpose and agenda, time frame, and what the client will leave with — confident but not promising outcomes.

  4. What a strong answer covers: Discovery Call, Growth Plans, Sales Calls & Closing, AI Receptionist — matched to a real client moment each.

  5. What a strong answer covers: Honest self-assessment about structure, pacing and expectation-setting, with specific and actionable changes.

Day 4

Live call transition

1. Morning preparation

Review:

Review

  • Product knowledge
  • OB1 flow
  • OB2 flow
  • Pre-call workflow

2. Live calls

Complete your initial live-call assignments.

Target: 3 live calls

Before each call

  • Review client
  • Confirm product
  • Review previous information
  • Review outstanding items
  • Open script
  • Identify potential blockers

Day 4 — completion check

Day 4 — readiness. I can:

  • Prepare independently
  • Conduct a call without constant prompting
  • Navigate client questions
  • Maintain call structure
  • Set appropriate expectations
  • Document accurately
  • Complete follow-up
  • Identify escalation needs

Day 4 — knowledge check

0/8 correct

Check that you are ready to run live calls with light supervision.

  1. 1. What is the Day 4 live-call target?

  2. 2. What should you do before each live call?

  3. 3. What does your morning preparation cover on Day 4?

  4. 4. A client asks something you genuinely do not know. What do you do?

  5. 5. Which of these must be escalated rather than handled on the call?

  6. 6. The client talks for 20 minutes and you are behind. What do you do?

  7. 7. What counts as completing a call properly?

  8. 8. Which post-call message goes out?

Written answers — reviewed by your trainer

0/5 written

Answer in full sentences, in your own words. These are submitted for review, so write them as if you were saying them on a call.

  1. What a strong answer covers: Look for accurate identification, structure held, expectations set and an honest read on what needed work.

  2. What a strong answer covers: Decisions, outstanding items, next steps and owners — specific enough that another specialist could pick the client up cold.

  3. What a strong answer covers: No guessing, clear commitment to confirm, logged as an outstanding item and escalated to the right person.

  4. What a strong answer covers: Acknowledge, name the agenda, and return to the sections that must land — without sounding dismissive.

  5. What a strong answer covers: Specific gaps with concrete practice or preparation changes, not general resolutions.

Day 5

Full call day

Before each call

Before each call

  • Review client
  • Confirm product
  • Confirm onboarding stage
  • Review previous information
  • Review outstanding items
  • Review script
  • Identify potential blockers

After each call

After each call

  • Update required systems
  • Record decisions
  • Record outstanding items
  • Complete follow-ups
  • Complete internal handoffs
  • Escalate when required

Day 5 — completion check

Day 5 is complete when you can:

  • Run a full call day independently
  • Keep every call documented and followed up the same day
  • Escalate anything outside your remit straight away

Day 5 — knowledge check

0/8 correct

Check that your full-call-day routine holds up start to finish.

  1. 1. What does your before-each-call routine include on a full call day?

  2. 2. What happens immediately after each call?

  3. 3. Which post-call message do you send?

  4. 4. You are running behind and prep time is tight. What gets protected?

  5. 5. What is an internal handoff and when do you complete it?

  6. 6. A client no-shows. What do you do?

  7. 7. Two calls in a row raise the same client-side blocker. What is the right move?

  8. 8. What is the Day 5 completion standard?

Written answers — reviewed by your trainer

0/5 written

Answer in full sentences, in your own words. These are submitted for review, so write them as if you were saying them on a call.

  1. What a strong answer covers: The routine should be identical per call and include documentation, follow-up, handoffs and escalation.

  2. What a strong answer covers: Honest numbers, named open items with owners and a plan to close them.

  3. What a strong answer covers: Structure held, expectations set correctly, escalation where needed, and a specific change for next time.

  4. What a strong answer covers: Repeated blockers, script sections that consistently confuse clients, or missing information — with a clear internal flag.

  5. What a strong answer covers: Named products, script sections, scenarios or systems, with what would close each gap.