Each time we created a new job in the Research Assembly line, we had to source new Researchers with specific skillsets for the job, test their ability to perform, onboard them, develop feedback tools to maintain high performance, and create strong team comradery.
One of these jobs was “Research Consultant.” These Researchers directly conversed with clients, acting as their first line of communication. Research Consultants used “Chat” as their medium of conversation. Below is the onboarding packet I created to welcome them to the team.
The packet is a quick overview of:
- How “chat” works: the product they use to consult with clients.
- Job expectations: Researcher’s main purpose as consultants.
- Communications etiquette: How to communication with clients.
- Step-by-Step: Exact actions to take as a research consultant
- FAQ: What happens if…
Cathy Huang 