Overview

Welcome to The Peak! We’re so excited to have you on the team. One of our many core values (as you’ll learn) is to “Trust The Process,” which is where this document comes into play.

As always, we’re here to support you through this process and to get you off to a good start. If at any point you have a question, please don’t hesitate to reach out to Brett.

Onboarding To-Do List

Here’s what you’ll need to get set up during your first day at The Peak. If you have any questions or experience any blocks, reach out to your manager via Slack for support.

• [x] Complete the onboarding Typeform survey
• [ ] Ensure you have access to the following tools:
  • [x] Notion
  • [x] Slack
  • [x] Gmail/Google Suite
  • [x] 1Password
  • [x] Typeform
  • [x] Campaign Monitor
  • [x] Float
  • [ ] ClickUp
• [ ] Book 1:1s with the team (30min your immediate colleagues and 15min for everyone else) to share what you’ll be doing in your role and get the low-down on what everyone else doesn't. Ensure you scan ahead for any timing conflicts by using the Google Calendar tool.
  • [x] Brett Chang
  • [x] Alex Blumenstein
  • [x] Taylor Scollon
  • [x] Sarah Bartnicka
  • [x] Kimberly Drapack
  • [x] Quinn Henderson
  • [x] Tricia Chan
  • [x] Eileen Nugraha
  • [x] Katie Schiefer
  • [x] Alex Perala
• [ ] Start going through the full onboarding schedule (outlined below)

Onboarding Schedule (Sales)

Complete any tasks at your own pace over the month.

Company/Values

• Task: Complete the Peak Onboarding Course
• Task: Get comfortable with our tools—specifically, HubSpot, Apollo, ClickUp and Notion
• Task: Read through relevant guides in The Peak Playbook

Process

• Task: Chris to walk Jon through the Newsletter Navigator
• Task: Chris to walk Jon through past sequences—what emails we use, success rate, lead gen best practices

Understand the Pitch