Day one AI setup for new hires (L1)
Every new revenue hire leaves week one with the sanctioned assistant provisioned, the notetaker joined to their calendar, the prompt library bookmarked, and the acceptable use rules signed. Adoption is an onboarding problem before it is a change management problem.
The steps
- 01
Add AI to the provisioning checklist
Tool: Notion
The assistant licence, the notetaker, and the prompt library go on the same IT checklist as email and CRM. If it is requested later, it is requested never. Owner: enablement plus IT. DoD: three AI items appear on the standard provisioning list.
- 02
Teach three jobs, not the tool
Tool: Loom
Cover exactly three jobs a new rep does weekly: account research, call recap, follow up email. Tool tours teach nothing. Job walkthroughs stick. Owner: enablement. DoD: three short recordings exist and are linked in onboarding.
- 03
Sign the acceptable use one pager
Tool: Manual
What may be pasted, what may not, which tools are sanctioned, who to ask. One page, signed in week one, not a policy PDF nobody opens. Pitfall: a legal document instead of a usable rule sheet. DoD: signed page stored with onboarding records.
- 04
Check at day thirty
Tool: Slack
At day thirty, verify actual usage rather than asking how it is going. If a new hire has not used the assistant in the last week, that is an enablement miss to fix now. Owner: hiring manager. DoD: day thirty usage check recorded for every new hire.
Tools in this playbook
Next playbooks
Unfamiliar terms are defined in the AI and Revenue Dictionary. Related frameworks live in the framework library.