Crest Communications
90-Day Onboarding Program
Onboarding Playbook{{ hIntro }}
All role tracks
Pre-Boarding → Day 90
v1.0 · Draft for review
Prepared by Operations & Onboarding
Store of record: Google Drive
Contents
What's inside
Section 01
Welcome to Crest CommunicationsWelcome to the team. You're joining at an early stage, which means your work is visible, your impact is real, and the way we do things is still being shaped. This playbook is your map for the first 90 days. Our mission
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Our core valuesFive principles guide every decision and every customer conversation. {{ v.n }} {{ v.title }}{{ v.text }} Section 03
The 90-day journeySix phases, one continuous arc from paperwork to full productivity. {{ j.tag }} {{ j.title }} {{ j.window }} · {{ j.summary }} Section 04
Phase-by-phase plan & checklistsEach phase below lists what the manager prepares and what the new hire completes. PHASE 1
Pre-Boarding · 1–2 weeks before start{{ hDocsTitle }}
Accounts created
Your own equipment
Security configuration
PHASE 2
Day 1 · Welcome & orientationSchedule a 60–90 minute orientation covering the company, the team, and expectations, then verify every system works. Orientation topics
Verify & test access
PHASE 3
First Week · Tools, process & securitySystems & tools training
Process & security training
PHASE 4
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Customer exposure
Milestone: By day 30 the new hire can confidently navigate every internal system.
PHASE 5
Days 31–60 · Independent workBegin independent work
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Milestone: {{ hMilestone5 }}
PHASE 6
{{ hPhase6Title }}90-day goals
Performance evaluation
Milestone: Performs at expected production level.
Section 05
Technology & toolsBy end of week one, every new hire should be comfortable in the following. Section 06
Security & complianceNon-negotiable. These standards protect our customers and our business. {{ s.title }}
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Section 07
How we sell{{ pipelineFocus }} Every opportunity moves through the same stages, and every interaction is logged in the CRM. {{ st.stage }} {{ st.text }} {{ st.work }} {{ pipelineNote }}
CRM standards: log everything
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Section 08
Customer success standardsEvery customer interaction should leave the customer feeling: {{ s.title }}{{ s.text }} Section 09 · Role Playbook
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Section 10 · Role Playbook
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Section 11
Evaluation & check-ins{{ hEvalLead }} 90-day evaluation scorecard
☐ Exceeds expectations
☐ Meets expectations
☐ Needs improvement
Three gates, not oneThe same six criteria are scored at day 30, day 60, and day 90. Nothing in the final review should ever be new information. DAY {{ g.day }} {{ g.title }}{{ g.window }} · {{ g.owner }}{{ g.purpose }}
Outcome: {{ g.outcome }} Manager weekly check-in templateWins this week Challenges Training needs Goals for next week Section 12
When someone is behindMost ramp problems are fixable if they are named early. This is the path we follow, the same way, every time — for the hire's sake and for ours. {{ s.step }} {{ s.title }}{{ s.when }}{{ s.text }} Rules that protect everyone{{ r.title }}{{ r.text }} Section 13
Is the onboarding itself working?Three questions, three moments, and four numbers. Deliberately small — a survey nobody fills in measures nothing. The pulse
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What we watch
{{ m.label }}{{ m.target }} Appendix A
Quick-reference checklistThe one-page summary. Print it and track each milestone. {{ q.title }}
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