Week 1

Welcome And Lean Labs Foundation

During week 1 (or your first weeks with LL if you’re easing into onboarding), OUR main focus is helping you understand Lean Labs and how to succeed here.  This starts with telling you who we are and who we serve and giving you the 411 on the tools we use to get things done.

YOUR main focus is being a sponge, and soaking up all the knowledge you can between setting up your accounts, getting acclimated to your new team, and watching (and re-watching) lots of videos.

Videos To Watch (Royal Blue on Mindmap):

Welcome to Lean Labs

  • Career overview (Video Link)(57m)
  • Your first 100 days (Video Link)(26m)
  • Daily/Weekly onboarding check-ins:
    • Check things off on this page once you’ve completed them
    • Questions? Slack Tonya & Stephen (see our thread)
  • Training Videos (Link) *We will refer to this document throughout your onboarding
  • How & When You Get Paid (Video coming soon)
    • 1099 or W2 employment basics (Look for email from Rippling)
    • How to get paid (Look for email from Rippling) 

Lean Labs Foundations  (What We Do Video)(6m)

Tasks To Complete Your First Week:
  • Complete onboarding paperwork (this task MUST be done on DAY 1)

    • Sign offer letter/independent contractor agreement or employee agreement (look for email from Stephen)

    • Complete Rippling forms (see email from Rippling)

    • Send image to Stephen for slide deck image icons to be created (Our designers will create a gradient circle image, “marker” image and “country” avatar for the Growth Team page); These images will be used in Slack, Gmail/GCal, ClickUp, Zoom and later when you create your team member bio page

  • Meet the Team

    (Link to Growth Team Page)

  • Watch Rich Mindset Video (Video Link)(19m)
  • IMPORTANT NOTE ABOUT MEETINGS: Trackbacks are required for all meetings

    Zoom or phone calls; This includes all attendees to a meeting. Include: Discussed, Determined, Action Items ([Who] does [What] by [When]); Post video recording & trackback in appropriate Slack channel [Video Link](10m) [Slack Explanation]

  • What is a “Finish Friday” (FF) meeting?

    (Video Link)(FF Agenda Template)

  • Lean Labs Glossary of terms/acronyms

    Please add anything to the list - this is a collaborative doc! (Link to Document)

  • Set up LL email and Google Drive
  • Add contact info to team roster

    This document is only accessible by LL emails [Team Roster Link]

  • Accept the Slack invitation from Stephen and create account

    • Complete Slack profile (with gradient circle image as your photo)

      • Please use your first and last name in the "Full name" field. Then use just your first name in the "Display name" and "Username" fields. Add your location, Lean Labs email, and phone or alternate. If you have an objection to phone, then we just need your phone # in the team roster kept current. We RARELY call people and clients never do. 

    • Asynchronous Communication Process (Doc Link)

    • Slack Etiquette:

      • Emojis to alert others you saw their post:
        ⏳ >> Didn't look, but I set a reminder
        👀 >> I'm on this
        ✅ >> Boom, my part is done.

      • Did Kevin post the ☎️ emoji? ☎️ = Call Kevin on his phone Note: DO NOT Slack Kevin back. Just call him. Even if you see the message in Slack and 7 minutes has gone by, try to call him.  If he doesn’t answer, he’ll call you back when he’s available.

      • Slack Channel Guide (You'll be added to important initial channels to start. As your onboarding progresses, we'll add you into other necessary channels) Note: Don’t direct message (DM) for task specific discussions; Use threads for comments on a post whenever possible (this keeps all messages about a specific topic within the same thread)

      • Slack Notifications (Video ‘How To’ Link)(5m)

  • Set up Google Calendar

    • Share calendar with/make visible to Lean Labs (Video 'How To' Link)(1m) (GCal Settings Link)

    • Add profile photo for GCal (if not already added; use gradient circle image)

    • Add all team members to the other calendars section so you can see our availability if you need to set meetings with us (Video ‘How To’ Link)(2m)

    • Other Google Calendar ‘How To’ videos to watch:
      - Add yourself to someone else’s calendar event (Video Link)(1m)
      - Scheduling Time Off in Google Calendar (Video Link)(1.5m)

    • Add time blocking for your available times M-F in GCal (Video Link)(4m)

  • How to add time off in Vacation Tracker (Video Link)

    NOTE: You should also let Ops know in the #operations-center channel on Slack if you’re taking time off

  • Accept the ClickUp invitation from Stephen and create an account

    • Watch ClickUp Training Videos within CU (CU Video Link)

    • Watch LL ClickUp Training Videos 

    • Complete ClickUp profile (with photo - use gradient circle image)

    • How the Scoreboard works (Video, 11m)

    • Set up a "my week" view to clearly see your tasks (CU View WalkThrough)(11m) *Ask Bevline if you need help with this

    • How to properly assign a task for “Internal Review” (Slack Thread/Video ‘How To’ Link)(5.5m)

    • Track your time in ClickUp; Ping Stephen to get your onboarding task if you don’t have it already (and go back to manually add-in any time you haven’t yet logged from “Week 1”)

    • An alternative way to track time, then transfer to CU (Clockify) (Video, 12:45-17:20) *optional

  • Equipment Check

    Do you have a working computer, or do you need a company computer? Please ping Stephen to let him know

  • Accept the HubSpot invitation from Stephen and create an account
  • Accept TeamWork (Help Desk) Invitation

    (Getting Started with TeamWork) (Training Video Link)(11m)

  • 6" Putts: What it is & how to propose one

    (Slack Thread)

  • Accept Zoom invite and create account

    • Watch Zoom Training Videos

    • Important things to remember when scheduling meetings:
      - Do not put zoom link in location
      - Add zoom link to the description section
      - MUST have agenda for all meetings
      - DO NOT schedule meetings when someone isn't available (check first)
      - Remove people from recurring invites if they no longer work for the company or they continually cannot attend
      - Ensure you have your PMI enabled on your account so a unique link is not created for each event (‘How To’ Link)

    • If you’d like to Install the Zoom for Google Workspace add-on within calendar invites, follow the steps in this doc (#3) (also see image below):
      - Video explanation (1m)
      -

    • Do you want a Lean Labs Zoom Backdrop? (link to Zoom Backdrops)

  • Determine how you want to track your successes
    During your first 90 days, we're asking you to track your wins and contributions to Lean Labs (compliments from teammates, good reviews from clients, campaign results, etc.) so it's easy to see why you belong here at the end of your first three months.
  • At the end of Week 1:

    • Fill out MojoMeter

    • Post your End of Week (EOW) Update in the appropriate channel (pick the channel that best suits you) (Thread for template to use)

      • Note: If you lead clients, you’ll eventually post an EOW update for your clients each week as well (in the appropriate collab channel for that client)

Things to understand (or ask lots of questions about if you don't):
  • Your role at Lean Labs and what we/you can expect your first 100 days here
  • Who we are and who we serve
  • The primary tools we use (Google Suite, ClickUp, Slack, HubSpot) and how to use them
  • How to set up your week for success (Hour One/Done prioritizing, weekly LL meetings, mojo meter, EOW Updates)
Week 2

What We Do and How We Do It

Welcome to week 2! By now, you should have a solid foundation of LL, your role here, and how to accomplish it! 

This week, you’ll learn more about what we do (the services we offer) and how we do it for our clients. Understanding these key principles is the foundation you need to produce good work, so track questions/concerns or unknowns to your manager or another marketer.

This week, your goal is to work full-time (whatever that looks like for you) and run your time like the fully-fledged Lean Labs team member you are. This means completing daily onboarding and weekly tasks to start establishing a routine to set you up for success.

*Note: We realize everyone’s onboarding process/timeline is different. You may not yet be working “full-time” hours, especially if you’re trying to ease into onboarding before you officially start your role at LL.

Videos to watch (purple on mindmap):

What We Do (Video Link)(6m)(We Make Brand Experiences)

How We Do It 

Process-Driven Art

Tasks to complete this week:
  • Week 2: Track your time in ClickUp

    Use the onboarding task that Stephen created for you (be sure to log time for the appropriate week).

  • Go through all the purple sections on the MindMap
  • Hour one weekly prioritization

    (Daily Process for Every Team Member)

  • Create your LL team member page in HubSpot

    (Slack Thread) / (Page to Clone) / (Video Instructions)

  • Create Meeting Scheduling Page in HubSpot

    (How To Link)

    Under "Additional Settings", set your rolling time period to at least 3 weeks.

  • Start your required HubSpot certifications

    (HubSpot Academy Link Video)(2m)

    • Inbound Marketing 

    • Growth-Driven Design (GDD) 

    • Marketing Software 

    • Other HubSpot Certifications (see playlist Stephen has created for you)

  • Reminder: Trackbacks are required for all meetings

    Includes Zoom or phone calls; Required by all attendees to a meeting (Discussed, Determined, Action Items [Who does What by When]); Post video recording & trackback in appropriate Slack channel [Video Link](10m) [Slack Explanation]

  • Do your daily/weekly onboarding check-ins

    Make sure you're checking things off on this page once you've completed them.  It's good practice during your 4 weeks of onboarding to post a daily update in the slack thread with Stephen/Tonya (track your progress, pose any questions, relay plan for the following day, etc). For the final day of the week, your EOW update will replace your daily check-in.

  • At the End Of Week 2:

    • Complete your MojoMeter 

    • Post your End of Week (EOW) Update in the appropriate channel (pick the channel that best suits you) (Thread for template to use)

      • Note: If you lead clients, you’ll eventually post an EOW update for your clients each week as well (in the appropriate collab channel for that client)

Things to understand (or ask lots of questions about if you don't):
  • How to track your time
  • How to follow key LL processes
  • How to navigate and work in HubSpot
  • How to do a trackback meeting recap and when they are required 
Week 3

It's All About Strategy

Welcome to week three, and congrats on making it through your first full-time week at LL!

This week, we'll build on the foundation you've learned these past two weeks and start diving into strategy. You’ll learn how to think about it from the LL perspective, to prep and present strategies to our clients, and how to set up approved strategies as internal campaigns ready to execute.

Videos to watch (orange on the mindmap):

Strategy and Project Management Basics

Campaign Presentations and Building

Tasks to complete this week:
  • Week 3: Track your time in ClickUp

    Use the onboarding task that Stephen created for you (be sure to log time for the appropriate week).

  • Go through all the ORANGE sections on the MINDMAP
  • Finish any remaining Hubspot certifications
    Based on instructions from Chris/Kevin
  • Complete a proactive review of a provided website
  • Choose two pages to improve, based on your proactive review, and present your ideas

    The presentation needs a planned budget and project card (you learned to do this last week!)

  • Once approved, create a paper plan, key page flow, and wireframe for those pages to present
  • Reminder: Trackbacks are required for all meetings

    Includes Zoom or phone calls; Required by all attendees to a meeting (Discussed, Determined, Action Items [Who does What by When]); Post video recording & trackback in appropriate Slack channel [Video Link](10m) [Slack Explanation]

  • WEEK 3: Do your daily/weekly onboarding check-ins

    Make sure you're checking things off on this page once you've completed them.  It's good practice during your 4 weeks of onboarding to post a daily update in the slack thread with Stephen/Tonya (track your progress, pose any questions, relay plan for the following day, etc). For the final day of the week, your EOW update will replace your daily check-in.

  • At the End Of Week 3:

    • Complete your MojoMeter 

    • Post your End of Week (EOW) Update in the appropriate channel (pick the channel that best suits you) (Thread for template to use)

      • Note: If you lead clients, you’ll eventually post an EOW update for your clients each week as well (in the appropriate collab channel for that client)

All these should be done in addition to what you're already doing every week (hour one/done, tracking time, mojo meter, etc.)

Things to understand (or ask lots of questions about if you don't):
  • How LL thinks about and builds a campaign strategy and the work that happens before we do that
  • How the proactive review process works
  • How we build strategy decks and present them to clients
  • How LL thinks about website page flows and wireframes and how to make them
Week 4

Let's Get To Work

You're around month into your Lean Labs journey. Give yourself a pat on the back for how hard your brain has worked these past four weeks.

Now that you understand many of our behind-the-scenes processes and how we present them to clients, it's a great time to get to know the clients/accounts you'll be working on and do some real marketing work for current campaigns. 

Videos to watch (teal on the mindmap):

Client Management

Content Basics

Tasks to complete this week:
  • Week 4: Track your time in ClickUp

    Use the onboarding task that Stephen created for you (be sure to log time for the appropriate week).

  • Go through all the TEAL sections on the MINDMAP
  • Conduct KW research for a given client/campaign

    Remember, not every KW you present will get approved, so come with plenty of backups! *Mallory is your helper if you need one

  • Use your KWs to create enough blogs/titles for a strategy

    We work in three-month sprints, so this is likely 12 titles + 4 backup options! *Mallory is your helper if you need one

  • Create a batch of 4 outlines from your approved KWs

    *Mallory is your helper if you need one (Note from Mallory: use the outline from Mallory as a next step after filling out the appropriate columns on the KW spreadsheet. Then send to Mallory.  Then fill out the content outlines, send to Mallory. Then write after she approves outlines.)

    Your final deliverable is a Loom explaining why you chose the KWs and walking us through the outlines.

  • write a batch of content from your approved outlines

    Follow the content creation process and present for approval to Mallory once the batch is ready for review (Use the #leanlabs-collab channel in Slack to deliver & be sure to @ Mallory). 

  • Reminder: Trackbacks are required for all meetings

    Includes Zoom or phone calls; Required by all attendees to a meeting (Discussed, Determined, Action Items [Who does What by When]); Post video recording & trackback in appropriate Slack channel [Video Link](10m) [Slack Explanation]

  • WEEK 4: Do your daily/weekly onboarding check-ins

    Make sure you're checking things off on this page once you've completed them.  It's good practice during your 4 weeks of onbaording to post a daily update in the slack thread with Stephen/Tonya (track your progress, pose any questions, relay plan for the following day, etc). For the final day of the week, your EOW update will replace your daily check-in.

  • At the End Of Week 4:

    • Complete your MojoMeter 

    • Post your End of Week (EOW) Update in the appropriate channel (pick the channel that best suits you) (Thread for template to use)

      • Note: If you lead clients, you’ll eventually post an EOW update for your clients each week as well (in the appropriate collab channel for that client)

(Don’t forget to also keep up with your daily/weekly tasks)

Things to understand (or ask lots of questions about if you don't):
  • The role content plays in LL strategies and how we run internal processes to produce great content
  • How to conduct keyword research and use it to create blog posts/titles for strategy decks
  • How to outline and write a batch of outlines, then drafts, based on your KW research
  • How to manage relationships with clients and run productive client meetings and campaign sprints
Tonya Rickard - LL Team Onboarding Coach

Your Onboarding Coach is Tonya Rickard.