Everything for your first weeks in the Customer Success team. Start with the welcome, then your first week. Questions? Ask this pack.
Hi Alex, we're so pleased you're joining. Your first day is Monday 1 March. Come to the Leeds office for 9:30 and ask for me at reception.
Don't worry about remembering everything here. It'll all make sense by the end of week two, and Dan is your buddy for anything you'd rather not ask me.
Maya Osei, Head of Customer Success
Monday: laptop and logins with Sophie, lunch with the team, product tour with Aisha.
Tuesday: sit in on Dan's customer calls.
Wednesday: forecasting basics with James, then read two customer case studies.
Thursday: your first customer call, with Dan alongside.
Friday: demos at 4pm, then drinks.
Sophie sets these up before you arrive. Invitations go to your Brightline email.
Slack for day-to-day chat
Notion for anything that needs to last
HubSpot for customer accounts and calls
Pleo for expenses
Charlie HR for holidays
Passwords are never shared in documents. Sophie walks you through sign-in on day one.
Product Manager, forecasting, Brightline
Gives you the product tour on Monday and answers questions about how forecasts work.
