📑
Onboarding Documents
BlueSignal Onboarding Documents 📄🚀
Everything new team members need to get started — contracts, policies, checklists, and guides.
This page is the central hub for all official onboarding documents.
Every contractor, sales rep, or referral partner must review and acknowledge the materials relevant to their role.
1. Core Required Documents (For Everyone) 🌐
1.1 Welcome Packet
What it is: A one-page introduction to BlueSignal.
Includes:
• What we do
• Core services
• How assignments work
• Links to wiki + training
• Contact channels
1.2 Communication Standards
Why it matters: Ensures consistent, professional customer interactions.
Covers:
• Response expectations
• Tone and clarity
• Escalation rules
• Privacy & professionalism
• When to defer to support (hi@bluesignal.xyz)
1.3 Brand Guidelines
Purpose: Protects brand consistency across all contractors and reps.
Includes:
• Logo usage
• Color palette
• Typography
• Approved language
• Asset links
2. Contractor-Specific Documents 👷♂️
2.1 Contractor Agreement (Upwork)
Purpose: Defines scope, payment, confidentiality, and rules.
Includes:
• Payment terms
• Deliverables
• No off-platform deals
• Confidentiality
• Termination clause
2.2 Standard Operating Procedures (SOPs)
Purpose: Ensures consistency across services.
Covers:
• Deck cleaning workflow
• Solar cleaning workflow
• Hardware install basics
• Documentation expectations
• Safety rules
(Additional SOPs added as new work types are introduced.)
2.3 Contractor Payment Policy
Purpose: Makes payouts clear and predictable.
Includes:
• Payout rates per service
• Upwork milestone process
• Referral bonus eligibility
• Timing of payouts
• Rules around rework and verification
2.4 Safety & Conduct Guide
Purpose: Protects BlueSignal and empowers responsible work.
Covers:
• On-site safety guidelines
• Customer interaction rules
• Equipment care
• Professional behavior
• Incident procedures
2.5 Close-Out Checklist
Purpose: Ensures clean handoff of completed work.
Includes:
• Deliverables complete
• Notes documented
• Team notified
• No loose ends
• Milestone submitted properly
3. Sales & Referral Partner Documents 🔗💼
3.1 Referral & Sales Rep Agreement
Purpose: Defines compensation and boundaries.
Includes:
• Commission rates
• Referral submission rules
• Payment timing
• No misrepresentation
• Brand use rules
• Privacy expectations
3.2 Referral Program Overview
A simple, shareable one-pager.
Payouts:
• $25 — deck cleaning referral
• $20 — solar cleaning referral
• 5% — hardware sales + installation
Includes details about:
• How referrals are tracked
• Eligibility
• When bonuses release
• Link to referral form
3.3 Sales Engagement Guide
Purpose: Ensures consistent, trustworthy communication.
Includes:
• Solar homeowner script
• Dock owner script
• Marina/pier script
• Non-pushy engagement guidelines
• At-sale → post-sale handoff
• Objection handling
• What NOT to say (compliance)
3.4 Lead Intake Form (Link)
Purpose: Standardizes how referrals are submitted.
Form fields:
• Customer name
• Contact info
• Service requested
• Notes
• Rep name
• Timestamp
Auto-notifies BlueSignal when submitted.
4. Technical, Marketing & Development Documents 🛠️
4.1 Access & Tools Setup Guide
Includes:
• Tools required per role
• GitHub access (if applicable)
• Software logins
• Wiki links
• Support contacts
4.2 Product Catalog
Purpose: Gives contractors and reps full product context.
Includes:
• Hardware lineup
• Prices
• Specs (as they’re added)
• Service descriptions
• Future product roadmap
4.3 Brand Assets Folder
Contains:
• Logos
• Flyers
• Pitch decks
• Social templates
• Product photos
• Diagrams
• Instruction sheets
5. Optional But Recommended Documents ⭐
5.1 Training Completion Checklist
Ensures new members have:
✔ Reviewed wiki
✔ Watched training videos
✔ Read SOPs
✔ Understood payment policy
✔ Completed tool setup
5.2 Customer Data & Privacy Policy
Defines handling of:
• Customer information
• Photos
• Sensitive data
• Device data
• Access limitations
5.3 Escalation Playbook
Clarifies:
• When to involve support
• When to involve operations
• Emergency situations
• Customer satisfaction handling
6. Final Step: Acknowledgment Form 🖋️
Each new contractor or rep signs a simple digital acknowledgment confirming:
• They have reviewed required documents
• They will follow BlueSignal policies
• They understand payment structure
• They understand communication standards
• They agree to confidentiality
A Google Form is enough to manage this.
7. Support Contact
All questions or clarifications go to: