Watch it onboard someone.
Three first days and one last day, played out the way they actually go. Every answer comes from the company playbook, with the source shown.
Onboard a salesperson.
A new rep’s first weeks run on interruptions. Pricing, CRM habits, the objection nobody wrote down, and each question lands on whoever hired him. Jonas starts today with the agent in his Slack instead.
Where the answer lives
The first question of the day. The agent answers it and names the playbook page it came from, so Jonas never has to trust it blind.
The CRM, the company’s way
Not just where the CRM is, but how this company uses it. The deal lands in HubSpot at the right stage, with the fields the team actually fills in.
The founder’s answer, quoted
A prospect pushes back on price. Jonas hears the answer your founder gives, in his wording, because the playbook came out of his interview.
A gap, flagged
The playbook does not have everything on day one, and the agent never pretends it does. A missing answer goes to the one person who knows, once.
From questions to handoffs
By Thursday Jonas hands work off instead of asking where things are. The follow-up goes out in the company voice while the call is still warm.
Jonas sold on day one, and nobody sat next to him to make it happen.
Onboard a consultant.
Elin joins for an eight-week engagement, so every hour she spends hunting for context comes straight out of it. And you would not hand an outsider the whole company just to get her moving.
Scoped from the start
Elin sees the client playbook, not the company one. The scope came with her seat, so nobody had to remember to restrict anything.
The assets and the rules
The agent hands her the brand assets and the client’s rules for using them together. Her first draft follows the brand from the start.
The contractor variant
The same mechanics hold for a contractor on code. The agent briefs them from the playbook and scopes their GitHub access to the one repo the work needs.
Elin spent her first billed hour on the work she was hired for.
Onboard an intern.
An intern asks eight questions a day, and each one costs a senior person their focus. Most interns notice and learn to stop asking, which is worse. Vera asks the agent instead.
Question one of eight
Small questions, all day, and not one of them interrupts a teammate.
The senior answer
Vera gets the same answer the most senior person in the room would give, because both come from the same page.
A genuinely new question
A question the playbook has never seen reaches your founder once, however many people ask it.
The answer landed
Your founder answered once, on his phone, between meetings. The playbook keeps that answer for everyone who comes after Vera.
Vera asked her eight questions. Your founder heard one of them.
When someone leaves.
There are two days to find out what was never written down: their last day, or today. Maria gave notice, and everything she was holding, the accounts, the history, the next steps, still lives only in her head.
The handover interview
The same interview that builds a playbook captures a handover. The agent walks Maria through her accounts and writes down what only she knew.
Day one for her replacement
Onboarding and offboarding turn out to be the same motion. Sana’s first day starts where Maria’s last day ended.
Maria left. What she knew stayed.
Stop being the only one who knows how anything works.
The knowledge that runs your company was never written down. We build it once, and the agent does the rest, from your new hire's first morning onward.
Questions