Operating path

Onboarding Partner

Learn how the desk actually runs and guide the customer to the first win. Adam still runs the interview. You stand beside that, not in front of it.

Missions

Each mission contains one lesson, one buyer drill, and one reflection. Adam and Eve play the buyer and can coach you mid-call. No real customer is ever contacted during practice.

Mission 1

Confirm what was sold

LessonRead the decision record. Separate the purchased outcome from assumptions made during sales. Keep unresolved promises visible.

Buyer drillAdam presents a handoff with one vague promise and one missing owner.

ReflectionWhat must be resolved before work can continue?

Mission 2

Map how the desk actually runs

LessonAsk who does the work, what starts it, which information it needs, what can stop it, and how completion is known.

Buyer drillEve describes the official process, then reveals how the team actually handles an urgent request.

ReflectionWhich exception changes the design?

Mission 3

Respect the AI-first model

LessonAdam and Eve run the onboarding interview. The partner uses system knowledge to explain structure and guide the customer when human consultation is useful. The partner does not supervise every agent action. No implementer is coming.

Buyer drillAdam plays a customer who expects a person to check every action.

ReflectionHow did you explain structure without selling human supervision?

Mission 4

Define the first win

LessonChoose a visible outcome with clear inputs, rules, owner, and completion test. Record what must be true before the work starts.

Buyer drillEve asks to turn on several parts of the office at once.

ReflectionWhy is the selected first win the correct one?

Scored role check

Show the work under pressure.

Review a sales handoff, learn how the desk actually runs, and define one complete first win beside an agent-led interview.

Evidence scale

  • 0 — Not shown. The behaviour is absent or unsafe.
  • 1 — Prompted. The behaviour appears only after direct coaching.
  • 2 — Inconsistent. The behaviour appears, then fails when the buyer changes.
  • 3 — Independent. The behaviour holds without coaching.
  • 4 — Deliberate. The behaviour holds, and the learner can explain the evidence.

Scored criteria

  1. Sale and assumptions are separated
  2. The desk includes exceptions
  3. Agent-led onboarding stays clear
  4. Human guidance is framed correctly
  5. First win has a completion test

The result is a 0–20 evidence profile. It shows which mission to repeat. The Academy has not published a pass mark.

The learning circle

Begin · Evaluate · Learn · Practice · Certify · Perform · Improve · Lead