Team workspace
The playbook for your next move.
Find your role guidance, team tools and saved setup in one place. Sign in to the Hub for the resources assigned to you.
Sign in to open your assigned resources and saved checklist.
Staff sign-inContinue onboarding
Open your current checklist and next action.
Open private team library
Assigned tools and manager-published resources.
Explore the sample journey
A fictional walkthrough, separate from real onboarding.
Sign in for team training, tools and documents. The team maintains current versions in the private library. Missing approved material remains a team setup step.
Find what you need for the work.
10 resource areas
Onboarding
Live portal workflowYour onboarding checklist
Return to your saved profile, documents, training and team review.
What is available here?
The private portal shows your actual saved progress and next action. Account access follows team approval and current verification; viewing this page completes no steps.
Role learning
Private team contentSetter learning path
Help people begin the conversation and prepare for discovery.
What is available here?
Your role lessons, required reading and acknowledgements appear in the private checklist when published by the team. This orientation card is not a training module or approved operating procedure.
Role learning
Private team contentDesigner learning path
Help turn project information into clear, usable designs.
What is available here?
Your role lessons, required reading and acknowledgements appear in the private checklist when published by the team. This orientation card is not a training module or approved operating procedure.
Role learning
Private team contentCloser learning path
Guide customers through their options and the decision ahead.
What is available here?
Your role lessons, required reading and acknowledgements appear in the private checklist when published by the team. This orientation card is not a training module or approved operating procedure.
Role learning
Private team contentContracts & scheduling learning path
Keep project documents and coordinated next steps moving.
What is available here?
Your role lessons, required reading and acknowledgements appear in the private checklist when published by the team. This orientation card is not a training module or approved operating procedure.
Documents
Approved templates neededAgreements & documents
Find current approved templates, submit required files and follow their review status.
What is available here?
Agreements still need business development and approval. The portal keeps a requirement blocked until its approved template is available. No legal terms, signatures or tax documents are provided on this public page.
Processes
Private team contentSOPs, processes & task sheets
Use the team-published instructions for your role and the work in front of you.
What is available here?
Current process guides and task sheets belong in the authorized resource library. Managers can maintain drafts and publish approved versions for the appropriate audience. No private SOP is published here.
Sales tools
Private team contentSales & advisor tools
Find the team's approved materials for preparing and supporting customer conversations.
What is available here?
Look for manager-published tools and their source material in the staff library. Scripts, pricing, claims, proposal templates and customer handouts need team review; this page does not supply or approve them.
Support
Private team contentSupport & escalation
See your assigned manager and bring missing content or access problems to the team.
What is available here?
The portal shows what is saved, waiting for review or blocked by team setup. Use your existing team contact channel for help. This page does not send a support message or promise a response time.
Manager workspace
Live portal workflowManager resource workspace
Review onboarding, maintain approved learning and publish resources for the right staff audience.
What is available here?
Management controls appear only for currently authorized reviewers. Draft content remains private. A saved document, resource or configuration is separate from review approval and verified working access.