Job Posting Tips

Include: "Process-oriented with attention to detail. Experience with client-facing communication."

Example: "You'll manage new client onboarding. Please outline a 5-step welcome sequence that you think would work for our service in your cover letter."

Skills Testing

Role-play as a typical customer and have the candidate use the supplied talking points or script for a welcome call. Grade their performance consistently so that you are unbiased in your evaluation of each candidate. This also lets them test-drive the job and opt-out if it is not a fit for them.

Cultural Onboarding Nuance

Filipinos excel at hospitality, but may over-customize their approach. Provide templates and expectations, like, "Start with our standard sequence, then personalize where it adds clear value."

Performance Management

Track: onboarding completion rate, time-to-first-value, client retention at 90 days.

Create a post-onboarding survey and discuss the results with your contractor: "What part of the welcome process felt most helpful?"

These tips should help you draft a job posting, evaluate their skills during selection, actively manage cultural differences, and manage performance once they start working with you.