Core Onboarding Training

Core Onboarding

No matter your position, the Core Onboarding is the foundation of your journey at Pilina. Think of it as your roadmap for success — a structured introduction that gives every new team member the same baseline knowledge, tools, and cultural grounding before diving into role-specific training. The other roles are described but a separate module exists for each role that will dive deeper.

Purpose of Core Onboarding (1-2 weeks)

Provide a consistent orientation to Pilina’s culture, mission, and values.
Introduce the essential tools and systems (Google Workspace, Copper CRM, Cvent, QuickBooks, and shared templates).
Establish clear expectations for professionalism, communication, and accountability.
Ensure all team members know the roles & responsibilities we have and how we work together as a team
Connect you with the resources and the support that will guide you as you grow in your role.

What to Expect

Welcome & Company Overview – Learn about Pilina’s history, mission, vision, and culture.
Roles & Services - Understand what we do and what we have to offer.
Tools & Technology – Introduction to Google Workspace, Copper CRM, Cvent
Branding Guidelines - An overview of our brand.
Policies & Procedures – Review flexibility, work hours, commission structure, and performance expectations.
Code of Conduct & Communication Guidelines – Understand how we engage with clients, partners, and one another.
Admin & Forms - Paperwork necessary to run smoothly behind the scenes.
Next step - What happens after this?

The Onboarding Map (First 30-90+ days)

Core Onboarding → Everyone completes this to build a shared foundation.
Role-Specific Training → After the core modules, you’ll move into Global Sourcing Consultant, AV Strategist, or Meeting Management training, depending on your position.
Continuous Development → Learning doesn’t stop at onboarding. Ongoing mentorship, feedback, and training opportunities will help you grow.

Core Onboarding ensures that no matter your role, you’ll start with a clear understanding of who we are, how we work, and what success looks like at Pilina.

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