§ 7 — TEAM ONBOARDING EXPERIENCE

No forms. No imports. No consultants. Just ten hours of conversation, over ten business days.

Most enterprise software onboarding is designed for the software's convenience, not the team's. Cadence inverts that entirely. A senior coordinator already carries everything Cadence needs to know — in their head. The onboarding programme is a structured way to get it out of their head and into the system.

10 hrs
Cadence · ten one-hour conversations over ten business days
40–120 hrs
Industry average · enterprise SaaS implementation
80+ hrs
Typical CRM · data migration, training, configuration
What each hour produces

Ten conversations. Ten things the system learns. One live coordinator on Day 11.

01
Business context
Agency profile
02
Campaign anatomy
Timeline model
03
Client relationships
Sensitivity map
04
Supplier ecosystem
Memory foundation
05
Email intelligence
Historical layer
06
Hub walkthrough
SOT schema map
07
Workflow mapping
Routing rules
08
Voice & tone
Style blueprint
09
Review & gap-fill
Completeness
10
Sign-off & go-live
Live in production
One hour per day · conversation only Day 11 — the coordinator opens Cadence →
The conversation interface

The manager sits down. They talk. The AI listens.

Sessions can be conducted in three modes. The manager chooses what works. There's no preparation, no homework, no wrong answer. Even "I've never really thought about that" is useful signal.

📹

Video call

Conducted via Zoom with Cadence listening as a meeting bot. Best for teams with a standing call cadence already, or where two people want to be on the line.

💬

Chat

Text-based conversation in the Cadence interface. Best for managers who prefer to compose thoughts in writing, or for sessions that need to fit in around a noisy day.

The ten-day programme

Ten sessions. One hour each. Click a day to walk through it.

Each session has a theme and a set of questions. The format never changes: the manager talks, the AI asks follow-up questions to go deeper. By Day 11, the coordinator opens Cadence and the system already understands the business.

Behind the conversation

The AI is running eight background processes simultaneously, across all ten days.

The manager experiences a conversation. Cadence is building the Agency Brain — a structured, living model of the agency seeded from your own history: connected entities, classified emails, voice patterns, and escalation logic — that continues to evolve after go-live.

01 · INGESTION

Real-time transcription

Speech → structured text · spoken language preserved with context

02 · EXTRACTION

Entity recognition

Clients, suppliers, campaigns, processes, rules, relationships, preferences

03 · GRAPH

Knowledge graph update

Connecting entities: Client A → Campaign B → Supplier C → Coordinator D

04 · CLASSIFY

Classification engine training

Map historical emails to the 39-type taxonomy using conversational context

05 · VOICE

Voice profile building

Extract style patterns from approved sent emails — four-dimension blueprint

06 · RULES

Escalation rule generation

Convert verbal rules into structured routing logic and overrides

07 · SCHEMA

SOT schema mapping

Map existing tracking fields → Campaign Hub structure for ETL migration

08 · MEMORY

Supplier memory seeding

Initialise relationship records for every supplier contact found in history

Parallel · email ingestion

Cadence reads the email history while the conversations are happening — under scoped, revocable consent.

From Day 1, Cadence connects via the Gmail API with delegated OAuth permissions scoped to the minimum required. By Day 5, the system has processed weeks or months of history and the manager reviews what it's inferred. Corrections become the first training signal in the voice diff engine.

What Cadence reads
  • All emails sent from team members to supplier/talent contacts
  • All supplier/talent replies received
  • Thread history — full back-and-forth of each conversation
  • Subject lines, metadata, classification signals
What Cadence never reads
  • Personal emails or internal team threads outside scope
  • Cross-tenant data sharing of any kind
  • Email content used to train any global model
  • Data leaving the isolated tenant environment
🔒

Privacy and consent — by design

Email ingestion operates on delegated OAuth permissions, scoped to the minimum required (gmail.readonly for Gmail — more providers in the pipeline). The manager explicitly consents to scope during Day 1 setup. Ingestion can be paused or revoked at any time. No email content leaves the agency's isolated tenant environment.

Day 11 — the deliverable

What every team has, the morning Cadence goes live.

The 10 days produce seven concrete outputs. From the next email that lands in the inbox, the system is operational.

🎤
Voice profiles
Individual Style Blueprints for each coordinator, seeded from historical sent emails — four-dimension encoding.
🏢
Agency knowledge graph
Structured model of clients, campaigns, suppliers, relationships — the entity layer informing every decision.
📬
Supplier memory
Relationship records for every active supplier contact, with history, tone preferences, and risk flags.
⚙️
Custom escalation rules
Hard-coded routing logic reflecting the team's specific risk tolerance — overrides above the confidence engine.
🗂️
Campaign Hub
Pre-populated with current and recent campaigns via the SOT migration — ten tabs, fully live, day-one usable.
📧
Email classification baseline
The 39-type taxonomy calibrated to the agency's actual email corpus — not a generic distribution.
🔄
Live inbox connection
Real-time email processing active from the first email after go-live — drafts in the morning briefing on Day 11.
Accuracy trajectory · 90-day lifecycle

The team that finishes onboarding on Day 10 will be using a better AI on Day 90 — without anyone running another session.

Every coordinator edit feeds the voice diff engine. Every escalation override adds a data point to the routing model. Every supplier interaction extends the memory. The system learns continuously, from real work.

DAY 1 · 5+ EMAILS UPLOADED
68–72%
First-pass voice match · every draft needs a review
DAY 10 · ONBOARDING END
78–82%
Most drafts need minor edits · system live
DAY 30 · LORA TRAINED
88–91%
Three-second review threshold · DSPy-optimised prompts
DAY 90 · MATURE ADAPTER
93–96%
Approve, rarely touch · supplier memory deep

From Day 11, the coordinator's job changes. They stop managing email. They start managing outcomes.

Day 11 — your templates, not theirs

Eight email shapes. Written from your last twelve months of sent mail.

Most AI email tools ship with generic templates. Cadence doesn't. During onboarding, the system reads your last twelve months of sent emails and synthesises eight templates — written in your structural pattern. Your openers. Your sign-offs. Your way of asking for a deadline. From Day 11, every draft uses these as the skeleton.

01

Campaign opportunity

First-touch outreach to a new manager or talent — brief teaser, soft commercial framing.

View template →
02

Indicative talent request

Asks for a shortlist with rates ranges, before any creator names are exchanged.

View template →
03

Rate request

Direct ask for a fee on a named creator + deliverable set.

View template →
04

Follow-up

Time-bounded nudge that mirrors how you write your own follow-ups.

View template →
05

Negotiation counter

Reframes the ask with your characteristic concession ladder.

View template →
06

Contract send

Cover note for legal — the exact phrasing you've used before.

View template →
07

Content approval

V1 review, edit-request and sign-off — all in one shape.

View template →
08

Confidential brief

Cover note for any brief carrying a confidentiality clause — calibrated to first-contact level.

View template →

If your inbox is empty (new coordinator, first day), Cadence falls back to a baseline set you can edit on Day 8. Either way, by Day 11, the templates are yours.

Fast Path · 90 minutes · Same-day live

Ninety minutes. One conversation. A working AI by the same afternoon.

The 10-day journey is the way Cadence learns you properly. The Fast Path is for when "properly" isn't an option. One ninety-minute session. Six phases. Background email ingestion runs while you talk. By the end of the session, Cadence has a working model of your voice, a seeded relationship matrix for your top contacts, a populated campaign hub, and a baseline classification calibration. You walk away with a product that drafts emails the same afternoon — not at Day-11 accuracy, but at Day-1 accuracy, which is enough to start.

The honest trade-off A Fast Path coordinator on Day 1 sits at roughly the same accuracy as a 10-day coordinator on Day 1. The difference shows up over the next month — the 10-day coordinator improves faster because more signal was captured. Both models converge by Day 90. The Fast Path is for people who can't wait ten days to start. It's not the better choice. It's the available choice.

By minute 90, you walk away with:

  • 01 A voice profile encoded across four axes
  • 02 A seeded relationship matrix with 12 dimensions across 20+ contacts
  • 03 A populated campaign hub with brief summaries and navigation indexes
  • 04 A baseline classification calibrated to your inbox patterns
  • 05 Configured routing thresholds and hard-stop guardrails
  • 06 A first draft preview you've already approved or edited
  • 07 A scheduled morning briefing for the next day
  • 08 The full product available immediately

Day-by-day accuracy both paths converge by Day 90

Day 1 Day 10 Day 30 Day 90
10-day journeyrecommended 68–72% 78–82% 88–91% 93–96%
Fast Path90 minutes 42–48% 56–62% 74–80% 86–90%

The Fast Path coordinator catches up because they're using the product daily — every edit feeds the nightly voice diff agent, every reply feeds the relationship matrix. The trade-off isn't permanent. It's a head start vs a flat start. Both end up running.

What gets deferred to "in-product nudges":

The Fast Path covers what you need to start. The product fills in the rest as it encounters real situations — one question at a time, in context.

  • Deep client-side mapping — top 5 client contacts seeded; the rest populate from inbound mail. Day 7 nudge picks up the new ones.
  • Edge-case walkthroughs — only the most common 6 configured upfront. Rare cases surface as in-product modals on first encounter.
  • Full SOP customisation — default SOPs used initially; Day 14 review prompts a walkthrough.
  • Brand-by-brand mandatories — top 3 brands captured; additional brands prompted on their first email.
  • Multi-coordinator workflow — single-coordinator setup by default. Teammates trigger a 10-minute mini-onboarding.

Three things people ask:

Isn't 90 minutes too short to learn me properly?

It is. That's why we tell you the accuracy is lower than the 10-day path. The product keeps learning every day after onboarding — the Fast Path just starts you on the curve sooner.

What if I get something wrong during the session?

Everything you tell us is editable from Settings. Nothing said during the Fast Path is locked in.

Can my team and I both do the Fast Path?

Yes — each coordinator runs their own session. Voice profiles, relationship matrices and routing configs are per-coordinator. Shared campaigns and contacts get merged at the workspace level.

Ingestion depth

Ingestion depth scales with your plan.

Starter 12 months
Pro 24 months
Enterprise Full mailbox