Operations & Governance
Operations & Governance
Onboarding & Training
A clear place to start.
Department welcome guides introduce the tools and daily routines relevant to your team. Reopen your guide, review your own saved progress and find product walkthroughs in Help & FAQs.
Already a customer? Open Help & FAQs and your department welcome guide
- Department guides
- Relevant tools and suggested daily routines
- Your progress
- Saved welcome-guide steps and completion
- Help & FAQs
- Searchable product walkthroughs
Example data
Marketing welcome guide
Your daily view connects campaign performance with the actions most likely to improve it.
Performance
Monitor spend, leads, conversions and campaign health.
Decision Centre
Prioritise and review recommended campaign actions.
PPC Trends
Understand meaningful account movement over time.
Hook AI
Turn account data into a clear next step.
Review Performance, clear urgent decisions, scan movement in PPC Trends, then use Hook AI for deeper questions.
Help & FAQs - department welcome guides and your own saved progress.
- Find the tools relevant to your department.
- Return to your saved welcome-guide progress.
- Look up product questions in Help & FAQs.
Start with your department guide
Your assigned departments determine which welcome guides you see. Each guide introduces relevant tools and a suggested daily routine.
- Guides for your assigned departments
- Links to relevant tools
- A suggested daily routine
Return to your own progress
Getting started shows your saved welcome-guide progress. Reopen an unfinished guide at its saved step, or revisit a completed guide.
- Personal saved guide progress
- Reopen guides from Getting started
- Completed guides remain available
Find the product walkthrough
Help & FAQs provides searchable guides, product walkthroughs and answers to common questions. The admin-only presenter deck is a separate internal tool, not the customer training page.
- Searchable Help & FAQs
- Step-by-step product guides
- Internal presenter deck kept separate
The shift
What changes once Onboarding & Training is running
A department guide gives new starters a clear route into the product, with their own saved progress and Help & FAQs close at hand.
Before
- New starters need to find the tools relevant to their department.
- Product questions need a clear place to look.
With Hookology
- Department welcome guides introduce relevant tools and routines.
- Getting started shows personal saved progress.
- Help & FAQs provides searchable product walkthroughs.
Software nobody adopted is the most expensive line on the invoice.
Inside the product
Department welcome guide - example data
An example using the real department guide content, not a live member's progress. Customers use Help & FAQs and Getting started, not the internal presenter deck.
- Find the tools relevant to your department.
- Return to your saved welcome-guide progress.
- Look up product questions in Help & FAQs.
Example data
Marketing welcome guide
Your daily view connects campaign performance with the actions most likely to improve it.
Performance
Monitor spend, leads, conversions and campaign health.
Decision Centre
Prioritise and review recommended campaign actions.
PPC Trends
Understand meaningful account movement over time.
Hook AI
Turn account data into a clear next step.
Review Performance, clear urgent decisions, scan movement in PPC Trends, then use Hook AI for deeper questions.
Help & FAQs - department welcome guides and your own saved progress.
In practice
How Onboarding & Training works week to week
Start with your department welcome guide, return to your saved progress and find answers in Help & FAQs.
Step 1
Open Help & FAQs
Find product walkthroughs and the department welcome guide.
Step 2
Review your department tools
Your assigned department guide introduces relevant tools and a suggested daily routine.
Step 3
Return to your saved progress
Getting started shows your personal saved steps and completed guides.
Step 4
Look up a product question
Search Help & FAQs for a walkthrough when you need more detail.
Common questions
Open Help & FAQs or Getting started in the Help sidebar group. Your assigned department welcome guides introduce relevant tools and daily routines.
Your own saved department guide steps and completion. Other members' progress is not shown here.
No separate practice account is promised here. The Northwind Apparel example client is used in walkthroughs, not described as an isolated environment.
No. Onboarding Resources is the internal admin-only presenter deck. Customers use the department welcome guides and Help & FAQs.
Why teams use it
- Find the tools relevant to your department.
- Return to your saved welcome-guide progress.
- Look up product questions in Help & FAQs.
How we set this up with you
Customer learning starts with department welcome guides and Help & FAQs. The internal presenter deck remains admin-only.
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