16Fold Team Onboarding

Your complete guide to getting started

1. Accounts to Create

Create each account in order. Robert will share access to the 16Fold workspace and invite you to team communications after you complete signup.

2. What to Read First

Familiarize yourself with the 16Fold product and team. Start with these resources:

16fold.ai
The product site. Understand the full offering, value proposition, and what we do for clients.
16fold.ai/skills
Complete list of what Jeeves can do. These are the core capabilities clients are buying.
16fold.ai/team
Meet the 17 agents on the team. Understand their specialties and how they work together.
16fold.ai/how-it-works
The 3-step process for how clients implement and use Jeeves. Core to onboarding conversations.
Matt's Sales Playbook (if in sales role)
Internal document in Notion. Sales team specific—covers qualifying leads, objection handling, and closing process.

3. How Leads Work

Understanding the lead pipeline flow is essential for any customer-facing role:

1
Lead submits at 16fold.ai/start
New prospect fills out the intake form.
2
Robert gets a Telegram notification
Real-time alert to the lead owner.
3
Lead appears in Notion '16Fold Lead Pipeline' database
Structured tracking of all prospects in one place.
4
Assigned to Robert or Matt in Notion
Clear ownership for follow-up and qualification.
5
Follow-up within 1 business day
Standard SLA for first contact. Speed builds trust.
6
Qualification → Intake Form → Profile Build → Bot Link
Once qualified, Robert builds the client profile and delivers their unique Jeeves bot link.

4. Rules Every Team Member Must Know

These non-negotiables protect the client, the team, and 16Fold:

Never promise features not yet live.
Only discuss what's currently available. If a client asks about something in roadmap, say "We're exploring that—let me follow up with Robert."
Never discuss client data with other clients.
Confidentiality is absolute. Each client's information, use case, and results stay private.
All managed marketing requests → Crabtree Marketing (not 16Fold).
If a client asks for ongoing ad management or marketing services, refer them to Crabtree. We focus on the bot.
Robert approves all external communications until you're fully trained.
This includes emails, proposals, and client-facing messages. Ensures consistency and catches mistakes early.
Questions go to Robert via Telegram or Slack—not email.
Fast communication keeps things moving. Email creates delays and miscommunication.

5. Your First Week

A structured onboarding path to get you productive fast:

Day 1: Setup & Product Knowledge
• Create all accounts (Notion, Telegram, Anthropic, Cloudflare, Slack)
• Read the 16fold.ai product site completely
• Explore 16fold.ai/skills, /team, and /how-it-works
• Let Robert know when you're ready for workspace access
Day 2: Role Training
• Read your role playbook in Notion
• Sales roles: Matt's Sales Playbook (lead qualification, pitch, objection handling)
• Ops/Support roles: Operations guide (client onboarding, support workflow)
• Ask Robert for clarification on anything unclear
Day 3: Shadowing
• Shadow Robert on a live client interaction, demo, or lead call
• Observe how he qualifies, presents, and handles questions
• Take notes—you'll replicate this soon
Days 4-5: First Lead with Review
• Handle your first lead end-to-end with Robert reviewing
• Robert gives feedback before any external communication goes out
• Focus on following the process, not perfection
End of Week 1: Solo First Contact
• You make your first independent lead outreach
• Robert reviews after, gives feedback
• You're now cleared to handle leads with minimal oversight