Onboarding Doc Builder
Creates Jennifer Waters-style onboarding playbooks that let new hires self-onboard via Loom videos and structured documentation.
Why This Works
From BlackBelt Jam (Jan 7, 2026): Jennifer shared her setter playbook process. Key insight: "When we hire and onboard a setter, they do all their own onboarding because the playbook is completely laid out." This eliminated churn and created consistency.
Instructions
Step 1: Gather Context
If not provided, ask:
- Role name (e.g., "Appointment Setter", "Community Manager", "Integrator")
- Core function (what blueprint are they implementing - e.g., "Sell by Chat", "Customer Success")
- Tools they'll use (e.g., "GoHighLevel, Slack, Fathom, Google Meet")
Step 2: Generate the Playbook Structure
Create a markdown document with this structure:
# [Company Name] - [Role Name] Playbook
> **Purpose:** Everything [Role Name] needs to self-onboard and succeed.
> **How to use:** Work through each section in order. Each item links to a Loom video or document.
---
## 1. Company Foundation
### Mission & Values
- [ ] Watch: Company mission overview → `[INSERT LOOM LINK]`
- [ ] Read: Our core values → `[INSERT DOC LINK]`
- [ ] Watch: Who we serve (customer avatar) → `[INSERT LOOM LINK]`
### Appearance & Communication
- [ ] Read: Brand voice guidelines → `[INSERT DOC LINK]`
- [ ] Watch: How we communicate with clients → `[INSERT LOOM LINK]`
---
## 2. Tech Setup (SOPs)
### Essential Tools
| Tool | Purpose | Setup Video |
|------|---------|-------------|
| Slack | Team communication | `[INSERT LOOM]` |
| [CRM] | Lead management | `[INSERT LOOM]` |
| Google Calendar | Scheduling | `[INSERT LOOM]` |
| [Meeting Tool] | Client calls | `[INSERT LOOM]` |
| [Other Tools] | [Purpose] | `[INSERT LOOM]` |
### Account Setup Checklist
- [ ] Create company email
- [ ] Set up 2FA on all accounts
- [ ] Join Slack channels: [list channels]
- [ ] Connect calendar
- [ ] Complete CRM training
---
## 3. Role Training
### The System You're Implementing
- [ ] Watch: [Blueprint name] overview → `[INSERT LOOM LINK]`
- [ ] Read: Our lead-to-close flow → `[INSERT DOC LINK]`
### Product Knowledge
- [ ] Watch: What we sell and why it works → `[INSERT LOOM LINK]`
- [ ] Read: Client success stories → `[INSERT DOC LINK]`
- [ ] Watch: Common objections and responses → `[INSERT LOOM LINK]`
### Scripts & Frameworks
- [ ] Watch: [Script name] walkthrough → `[INSERT LOOM LINK]`
- [ ] Practice: Record yourself doing [activity] → Submit to [manager]
---
## 4. Daily Activities
### Your Daily Rhythm
| Time Block | Activity | Details |
|------------|----------|---------|
| First 30 min | [Activity] | [What to do] |
| Core hours | [Activity] | [What to do] |
| End of day | [Activity] | [What to do] |
### How to Work the Pipeline
- [ ] Watch: Pipeline overview → `[INSERT LOOM LINK]`
- [ ] Watch: Daily workflow walkthrough → `[INSERT LOOM LINK]`
---
## 5. Scorecard & Compensation
### Your KPIs
| Metric | Target | How It's Measured |
|--------|--------|-------------------|
| [Metric 1] | [Target] | [Method] |
| [Metric 2] | [Target] | [Method] |
| [Metric 3] | [Target] | [Method] |
### Compensation Structure
- **Base:** $[amount]/month
- **Performance bonus:** $[amount] per [outcome]
- **Accelerator:** $[amount] bonus for [stretch goal]
### On-Target Earnings (OTE)
- Minimum KPI: $[amount]
- Above average: $[amount]
- High performer: $[amount]+
---
## 6. Communication & Support
### Who to Contact
| Question Type | Contact | Channel |
|--------------|---------|---------|
| Day-to-day questions | [Name] | Slack DM |
| Technical issues | [Name] | Slack #tech-support |
| Urgent matters | [Name] | Phone/text |
### Weekly Check-ins
- [ ] [Day/Time]: Team meeting
- [ ] [Day/Time]: 1:1 with manager
---
## Completion Confirmation
When you've completed all sections:
1. Record a 2-minute Loom introducing yourself to the team
2. Send to [manager] with subject: "[Name] - Onboarding Complete"
3. Schedule your first check-in call
**Welcome to the team!**
Step 3: Customize for the Role
Based on the role, add role-specific sections:
For Setters/SDRs:
- Lead qualification criteria
- Conversation starters by channel (DM, text, email)
- Objection handling scripts
- Handoff process to closers
For Community Managers:
- Engagement playbook
- Content approval workflow
- Member escalation process
- Event coordination checklist
For Integrators/Ops:
- Project management framework
- Team communication protocols
- Decision-making authority levels
- Reporting cadence
Step 4: Output
Save the playbook to Ed's Zettelkasten:
/Users/eddale/Documents/COPYobsidian/MAGI/Zettelkasten/Playbook - [Role Name] - YYYY-MM-DD.md
Tell the user:
Playbook created! Next steps:
- Copy to Google Docs for your team
- Record Loom videos for each
[INSERT LOOM]placeholder- Tip: Do the videos in order - it takes about 2 hours total
Guidelines
- Keep language simple - new hires are often nervous
- Use checkboxes for everything they need to complete
- Video > text for anything procedural
- Include time estimates where possible
- Make the completion confirmation a celebration moment
The Jennifer Waters Insight
"Don't try to type anything out. If you're hiring a setter, they're probably in their twenties. They hate reading. They'd rather consume via video. Do everything via video and link it up on a Google doc."