I knew our writers would skim the document at best

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Sure, all the information was helpful, but . They had dozens of clients each and wouldn’t spend the afternoon reading the text closely over coffee.

So, we had to adjust. I split the SOP into two shorter documents — one for updates and the other for new posts. I then set up a learning management system with an onboarding course.

New writers would need to sign in and watch short videos about how to write for HubSpot, who our personas are, and how to use admin tools like our invoicing system.

hubspot freelance network lmk and training documents example

I could see who actually completed the course and remind others that this video series was an essential part of onboarding.

The result was a lot faster than reading the document, and I denmark whatsapp number database was able to guarantee compliance. Plus, I still sent along SOP documents so the writers could review them at any time.

I then took training one step further. For each new writer, I created a customized Loom video about their first posts. In it, I would review every element of their assignment in Asana, our project management platform, explaining any HubSpot-specific jargon and how we expect submissions to be formatted.

When I started this process, I found that I received fewer email inquiries about simple questions. Instead, we were able to focus on hard-hitting editorial needs.

Beyond that, a few writers have told me this was the most organized onboarding process they’ve experienced, which always gives me a warm fuzzy feeling.