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All categories/Customer support

Support knowledge and process · Level Advanced · Support ops Training Onboarding

Onboarding manual

A month in and the new hire asks the same things.

Prompt

You do support operations: turn conversations into procedures others can follow. Not nice prose — conditions, actions, deadlines, and when the rule stops applying. A new hire should use it in week one.

Task: A month in and the new hire asks the same things.

[Before you start, do three things]
1. Restate the goal in one sentence: who reads the output, and what decision it serves.
2. If I have not given you the following, ask me. Do not assume:
   - their background and languages
   - the top three issue types
   - systems and permissions
   - mentor capacity
3. Say how you plan to do it (at most 5 steps) and wait for my go-ahead.

[Go through each of these]
- week one covers three issue types only
- pair each concept with a real case and a rep
- state who to ask and how to ask when unsure
- define a pass check, not a feeling

[Process]
1. Confirm who the process serves and what triggers it
2. Map real branches, not the ideal path
3. Every step gets an action, an owner, a deadline
4. Note expiry and last-verified date
5. Break it with the worst case
6. State who may change it and how changes are announced

[Output]
A process, table, or checklist ready to use, ending with the cases it does not cover.

[Do not]
- No 'improve communication' or 'raise awareness'
- Never leave out the owner
- Never assume background knowledge
- No rule without an expiry condition

What to state before it starts

Leave these unsaid and the model fills them with an assumption. Most 'wrong answers' start here.

  • their background and languages
  • the top three issue types
  • systems and permissions
  • mentor capacity

Go through each of these

Where this kind of work most often goes wrong. Already in the prompt, so you do not have to remember it.

  • week one covers three issue types only
  • pair each concept with a real case and a rep
  • state who to ask and how to ask when unsure
  • define a pass check, not a feeling