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👋 Welcome to Talkiatry!

Your guide to the first 4 weeks as a Provider Partnerships Manager

Talkiatry's Mindshare Referral Program Onboarding Hub

Provider Partnerships Manager Onboarding Plan
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0/0 Tasks
🔥 0 Day Streak
🏅 0 Badges
🎉

Welcome to Talkiatry!

You're officially joining the team. Here are a few things to get done before Day 1 so you can hit the ground running.

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💡 Tip: Don't stress about getting everything perfect — these are just a head start. Your AD and buddy will walk you through everything on Day 1.
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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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Profiles
Manage onboarding profiles and peer mentor accounts
🧡 Peer Mentor Profiles

Create mentor accounts so they can view their mentees' peer training progress

👥 Onboarding Profiles

Select an existing profile or create a new one

👤
New Hire Setup
Pre-Day 1 checklist, hire info, welcome note, and buddy assignment
Pre-Day 1 Checklist

Internal to-do items — check off as you complete them

👤 New Hire Information

Basic info about the incoming PPM

📷
New Hire Photo
Upload a headshot — used in the mentor welcome email and profile cards
💌 Personal Welcome Note

Write a custom welcome message — they'll see it on Day 1!

✅ This will appear in their Day 1 welcome popup

🤝 Onboarding Buddy / Peer Mentor

Assign a PPM peer mentor for shadow week

Only teammates with a Peer Mentor account appear here. Selecting one auto-fills their info and adds this PPM to their mentee list.

🎯
Accounts & Territory
Named accounts, partnerships, and territory overview
🎯 Named Accounts & Partnerships

Pre-fill partnership names, folder links, and HubSpot links

🗺 Outreach & Territory

Chase list and territory overview

Chase list link is pre-populated for all PPMs — no setup needed.
🗺️
Territory Overview
Upload an HTML file — visible on the Accounts page for this PPM
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People & Team
Select teammates to meet, add custom contacts, photos & bios
👥 People to Meet

Select which team members this new hire should connect with

Custom Teammates

Add people not in the default list (cross-functional partners, new hires)

📷 Team Photos & Bios

Upload photos and add bios for each teammate (shared across all profiles)

👋 PPM's Get to Know Me

What your new PPM shared about themselves

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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Shared Setup Tools
Documents, tech systems, and org chart — apply to all profiles
🔗 Manage Documents

Edit, remove, or add documents. URLs auto-populate for future profiles.

➕ Add New Document
💻 Manage Tech & Systems

Edit, remove, or add tech and system items your new hire will need

➕ Add New System
🏛 Org Chart

Add or remove team members under each branch

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

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

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 4 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
🏢
Function
Mindshare Referrals Program
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Work Email
Pending setup
📞
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

🤝

Your Onboarding Buddy

A PPM peer mentor to help you ramp up

👤
Buddy Name
To be assigned
📧
Email
To be assigned
📞
Phone
To be assigned
📍
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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📷
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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Organization Chart

How the Mindshare Referrals team is structured

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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.

🤝
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

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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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Achievement Board

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