boberdoo: A Piece Of The Puzzle

A new coworker, at the end of his first week, recently described his learning process here at as being like a puzzle. Which, coincidentally, is exactly how I had described it to another coworker just a few weeks earlier, also at the end of my first week. When building a puzzle, you start with the foundation pieces, which join together to form the framework. As you gather and begin to connect more pieces, you start to see familiar shapes and patterns as the bigger picture emerges. The challenge is finding the right piece when you need it, and figuring out where - and how - it connects. So, when I started to think about how to write about from a new employee or a new client’s perspective, I thought about the puzzle analogy. And how, since my coworker and I had both used it to describe our experience, there might be something to it.

boberdoo puzzle blog

Coming to the team, I was new not only to boberdoo, but to the lead distribution industry in general. When it came to training, a hands-on approach was best. Learning about lead distribution and PingPost, about industry buzzwords and about, helped set the first pieces of the puzzle into place. Being involved in client training calls and demos, whether through participation or observation, helped me see how those pieces fit with other pieces, to form the overall framework of lead distribution and the connections within. I have my own boberdoo system, which gives me the ability to perform the same steps that our clients will perform, to ensure that I understand not only the how, but also the why and where. That knowledge is then applied when working with our ticketing system, which is the primary method of communication between our clients and our team. Whether addressing a question or troubleshooting an issue, the knowledge gained during the first couple of weeks - that foundation - helps us to better understand the questions and issues we may be presented with, which then gives us the ability to determine where to find the answers.  


For clients, from an onboarding standpoint, the same analogy applies. The four training calls provide our clients with the introduction they need to work within their own boberdoo system, setting the framework for their training and ongoing support. We walk them through how to set up users, vendors, sources and lead filter sets, and introduce them to the settings and options that are most relevant to each one. Clients learn about support tickets and reports, and how to manage their payment options. We encourage them to be hands-on, and they are given action items at the end of each training call. Clients will set up a vendor and a lead filter set; they will send test leads into their system and submit their first support ticket. Each task helps them to connect their own puzzle pieces, which helps them gain the confidence and the skills they need to be successful as they move through the onboarding process and into ongoing support.  


While the learning process at, whether a new employee or a new client, can be like assembling a puzzle, one important thing to remember is that, no matter how difficult the puzzle may seem, as you fit more pieces and establish more connections, you are making progress. There is so much to learn, and I sometimes feel like I have gone two steps forward, one step back. I expect that some of our clients have also felt this way. It has been important for me to remember, as I progress through my own onboarding and training, that is a team; my coworkers have helped and supported me through every step of my training. I feel that it is important for our clients to keep this in mind, as well. Should you need any assistance, while onboarding as a new client or operating in your system as an established one, do not hesitate to reach out to us. Our team is here to help.

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