Automate Onboarding Steps

Install a Simple Onboarding Workflow Campaign that…

1. Creates a Video Lesson that encourages the new rep to sign the agreement.

2. Generates a lesson form to gather needed info on the rep (see optional examples below).

   • Badge Photo

   • Physical Address

   • Drivers License Photo

   • Shirt Size

3. Automates the Signing Agreement Process

4. Waits for the rep to sign the agreement

5. Presents a lesson reviewing Job Details

6. Handles next steps

• Install a ConveYour’s Standard Onboarding Workflow Campaign

• Create Lessons associated to the Workflow Campaign (which you can customize)

• Request necessary info from the rep in order to generate an agreement

• Create Nudges to automatically remind recruits of unsigned agreements

• Intro Workflows

• Intro to Groups