Operations & Governance
Operations & Governance
Onboarding & Training
Your team productive in the first week.
Guided tours, role-specific training modules and a full demo account so new starters can learn the workspace on realistic data before they touch anything live.
Already a customer? Open Onboarding & Training in your workspace
- Demo account
- Northwind Apparel, fully populated for safe practice
- Role based
- Module paths assigned by what the person actually does
- 1-to-1
- Live sessions with your account manager, not a knowledge base
- New team starters fully productive in days, not months.
- Consistent commercial understanding across the entire team.
- Less dependence on one internal power user for critical daily workflows.
Learn on a safe account
Every walkthrough runs on the Northwind Apparel demo workspace, fully populated with campaigns, creative, margins and decisions, so people can click anything without consequences.
- Complete demo account with realistic example data
- Guided tours attached to the screens they explain
- Nothing in the demo can touch your live workspace
Training that matches the role
A buyer, a head of ecommerce and a finance lead need different things. Modules are assigned by role and progress is tracked so onboarding does not stall.
- Role-specific module paths with progress tracking
- Short modules, each ending in a real task
- Resource library with searchable how-to guides
A person, not just a help centre
Your named account manager runs the first sessions live, then keeps a standing review in the diary. New starters get the same treatment months later.
- Live onboarding sessions with your account manager
- Refresher sessions when the team changes
- Direct escalation through HookDesk
The shift
What changes once Onboarding & Training is running
Same team, same accounts. The difference is that the decision is already measured before anyone opens a spreadsheet.
Before
- Targets, delivery and platform health are checked manually across separate tools.
- The team has to assemble the context behind onboarding & training by hand.
- Important changes are found late, after time or budget has already been lost.
With Hookology
- Owners see the same live priorities, guardrails and evidence in one operating rhythm.
- New team starters fully productive in days, not months.
- Consistent commercial understanding across the entire team.
- Less dependence on one internal power user for critical daily workflows.
Healthy accounts are boring by design. Onboarding & Training keeps the boring parts watched.
Inside the product
What Onboarding & Training looks like on live accounts
This walkthrough uses our Northwind Apparel demo account so you can see the screen fully populated. On your workspace the same view is built from your connected platforms, so the first session already reflects your own numbers.
- New team starters fully productive in days, not months.
- Consistent commercial understanding across the entire team.
- Less dependence on one internal power user for critical daily workflows.
Workspace / Onboarding & Training
Onboarding & Training
Northwind Apparel
Onboarding & Training
Sarah Whitfield - Head of Ecommerce
Progress
42%
2 of 5 modules complete
Time to first decision
1 day
Against a 5 day target
Next session
Thu 10:00
With your account manager
Practice safely
Every walkthrough runs on the Northwind Apparel demo account, with full example data, so new starters can click anything without touching your live workspace.
In practice
How Onboarding & Training works week to week
From connecting your accounts to the review call, here is the shape of it, plus the questions teams ask us most before they start.
Step 1
We connect your accounts
Your spend, targets and platform health data are wired up during onboarding, so Onboarding & Training works from your own numbers on day one rather than a sample workspace.
Step 2
Learn on a safe account
Every walkthrough runs on the Northwind Apparel demo workspace, fully populated with campaigns, creative, margins and decisions, so people can click anything without consequences.
Step 3
Training that matches the role
A buyer, a head of ecommerce and a finance lead need different things.
Step 4
We review it with you
Onboarding is delivered by your named account manager, with training refreshed whenever your team or the platform changes. Nothing sits in a dashboard waiting to be discovered.
Common questions
Most workspaces are live within a few days of the discovery call. Once your platforms are connected we backfill history, so the first session already shows trends rather than an empty screen.
Onboarding & Training reads your spend, targets and platform health data directly. Nothing is estimated from benchmarks, and every figure can be traced back to the platform it came from.
Complete demo account with realistic example data, Guided tours attached to the screens they explain, Nothing in the demo can touch your live workspace, Role-specific module paths with progress tracking, and more.
Onboarding is delivered by your named account manager, with training refreshed whenever your team or the platform changes.
Why teams use it
- New team starters fully productive in days, not months.
- Consistent commercial understanding across the entire team.
- Less dependence on one internal power user for critical daily workflows.
How we set this up with you
Onboarding is delivered by your named account manager, with training refreshed whenever your team or the platform changes.
Our onboarding processWorks alongside
See Onboarding & Training running on your own data
We build the workspace around your accounts and walk you through it together. No self-serve setup, no trial to configure on your own.
Book a discovery call