⚠️ Running in embedded mode — your progress won't persist between sessions unless you save it.

Talkiatry's Mindshare Referral Program Onboarding Hub

Provider Partnerships Manager Onboarding Plan
🏆 0 XP
✅ 0/0 Tasks
🔥 0 Day Streak
🏅 0 Badges
Overall Progress 0%
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Manager Setup Panel

Create and manage onboarding profiles for your PPM teammates. Track everyone's progress from one place.

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Peer Mentor Profiles
Create mentor accounts so they can view their mentees' peer training progress
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Onboarding Profiles
Select an existing profile or create a new one
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Onboarding Readiness Dashboard
How prepared is this onboarding? Track your setup progress.
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💡 Manager Tip of the Day
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Pre-Day-1 Checklist
Internal to-do items — check off as you complete them
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New Hire Information
Basic info about the incoming PPM
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Personal Welcome Note
Write a custom welcome message — they'll see it on Day 1!
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✅ This will appear in their Day 1 welcome popup

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Onboarding Buddy / Peer Mentor
Assign a PPM peer mentor for shadow week
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Selecting from the list auto-fills name, email, and phone. You can still edit fields below.

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Named Accounts & Partnerships
Pre-fill partnership names, folder links, and HubSpot links
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# Account / Partnership Name Priority Partnership Folder Link HubSpot Link
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Outreach & Territory
Chase list and territory map links
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Manage Documents
Edit, remove, or add documents. URLs auto-populate for future profiles.
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➕ Add New Document
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Manage Tech & Systems
Edit, remove, or add tech and system items your new hire will need
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➕ Add New System
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People to Meet
Select which team members this new hire should connect with
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➕
Custom Teammates
Add people not in the default list (cross-functional partners, new hires)
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Team Photos & Bios
Upload photos and add bios for each teammate (shared across all profiles)
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PPM's Get to Know Me
What your new PPM shared about themselves
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Your PPM hasn't filled this out yet.

This will populate the new hire's view with all the info you've entered above.

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Advanced Settings
Manager PIN & Cloud Sync configuration
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Manager PIN
Change the PIN required to access this setup page

Default PIN is 1234. Change it to keep your setup secure.

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Cloud Sync
Sync data across devices so PPMs can access from any computer or phone
Setup Instructions (free, 2 minutes)
  1. Go to console.firebase.google.com and sign in with Google
  2. Click Add project, name it anything (e.g. "ppm-onboarding"), click through defaults
  3. In the left sidebar, click Build → Realtime Database
  4. Click Create Database, pick any location, select Start in test mode
  5. Copy the database URL shown at the top (looks like https://your-project-default-rtdb.firebaseio.com)
  6. Paste it above and click Connect

Note: Test mode access expires after 30 days. To make it permanent, go to Realtime Database → Rules and set both read and write to true.

👋

Welcome to Talkiatry!

We're excited to have you as a new member of the team. This hub will guide you through your first 6 weeks, help you meet the team, and get you set up for success.

👤

About You

Your info — populated by your manager

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Name
Pending setup
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Role
Provider Partnerships Manager
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Function
Mindshare Referrals Program
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Work Email
Pending setup
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Phone
Pending setup
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Start Date
Pending setup
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Location
Pending setup
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Your Leadership Team

Your direct managers and area directors

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Your Onboarding Buddy

A PPM peer mentor to help you ramp up

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Buddy Name
To be assigned
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Email
To be assigned
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Phone
To be assigned
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Location
To be assigned
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Get to Know Me!

Help the team get to know you — we'll use this for introductions

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2
3
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Click to upload
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First Week Goals

Focus on these priorities to hit the ground running

Get Oriented
Familiarize yourself with Talkiatry and the PPM role
Complete Training
Finish all compliance and Seismic learning modules
Get Access
Set up all technology, apps, and resources you'll need
Meet the Team
Begin attending 1:1s with your PPM teammates
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Your Named Accounts

Key partnerships you'll be managing

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Outreach Accounts

Your chase list and territory

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People to Connect With

Your manager has selected team members for you to meet — 0/0 connected

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Team Directory

Meet the rest of the Mindshare team

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Company Resources & Contact Info

Key email addresses for different teams

EmailDescription
Support@talkiatry.comTech Support
HR@talkiatry.comHR questions
AdminSupport@talkiatry.comPA/FMLA/STD
AMSupport@talkiatry.comReferral Inquiries / PCC team
Mindshare@talkiatry.comEntire Mindshare Team
PPM@talkiatry.comEntire PPM Team
SECPPM@talkiatry.comSoutheast Central Region
neppm@talkiatry.comNortheast Region
wppm@talkiatry.comWest Region
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Technology & Systems

Click status to toggle access — 0/0 set up

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Teams Channels to Join

Key communication channels

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Peer Mentor Program

Structured peer coaching, field observation, and ongoing support to accelerate your onboarding.

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Your Mentor
Pending assignment
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Mentor Email
Pending
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Shadow Week
Dates pending
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Meeting Cadence

Scheduled peer check-ins with your mentor — 0/0 completed

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Shadow Week

In-market shadowing with your peer mentor — 0/0 completed

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Daily Debrief Notes

Capture reflections from each shadow day — both mentor and mentee should contribute

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Shadow Week Feedback

Complete this after your shadow week

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Mentee Shadow Week Feedback Form
Share your reflections and feedback from your shadow week experience
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Achievement Board

Complete tasks to unlock achievements. Each badge earns bonus XP!