Clear progress and next steps
BeforeAn open item has no visible responsible next action.
With SkillSmithInspect task state, related work and the responsible next action in Pulse.
Match a mentee with a mentor
Choose from current mentor offers with open capacity and record the mentee's goal and topic. The request connects the support sought with a mentor who has room to consider it.
Choose a mentor with open capacity Accept and kick off
Roles, playbooks and a practical launch plan for your team.

Describe a practical learning goal before requesting a mentor

Agree the outcome for your first workflow with our team.
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Match a mentee with a mentor
The assigned team member works from available sessions and connection request. The record makes mentor chosen from current offers and goal clear to the next person.
WORKED DECISION
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Working material | Available sessions and Connection request | Open the selected material for this occurrence. |
| Recorded response | mentor chosen from current offers, goal and topic | Save the response with its work context. |
| Review point | goal and topic | Agree the next action with the person responsible for this decision. |
Connected work across your team
Bring available sessions and connection request into the prepared work. Assigned team member and Receiving colleague each receive the context needed for their part.
Assigned team member
Record mentor chosen from current offers, goal and topic.
Receiving colleague
Record accepted / declined with reason, first session planned and conversation opened.
BeforeAn open item has no visible responsible next action.
With SkillSmithInspect task state, related work and the responsible next action in Pulse.
BeforeA completed entry is mistaken for the responsible person's decision.
With SkillSmithGive the assigned team member the recorded response and agreed criteria for this decision.
Connected information and agent support
Keep the relevant material available at the point it is used. The resource choices below support different parts of the work.
Your work context
Mentor availability and capacity — the standing offers, maintained by mentors through the availability flow in Resources.
The mentor connection request (goal, topic).
First-session agenda.

We bring the relevant
context into your work
Our delivery approach
Start with the materials and people you already have. We help make the setup choices explicit before your team uses the method.
Choose available sessions and connection request from the resources your team uses.
What we prepare togetherThe relevant resources are available for the tasks that use them.
Confirm assigned team member and receiving colleague for this method, then choose the people eligible to receive its work.
What we prepare togetherThe method names who contributes, reviews and receives the next work.
Choose the task, eligible recipients and deadline, then walk through the actual response fields.
What we prepare togetherYour team sees the response and the resulting next step before extending the method.
Talk with our team
Bring us the work your team wants to improve. We’ll walk through your instructions, responsibilities and review criteria, then show how our platform can support that work.
We work with your team to organize the source material, responsibilities and review choices. Start with one useful example, then carry the agreed method into everyday work.
Your materialUse the instructions, forms and references your team already maintains.
Practical preparationConnect the material to the people and responses needed for the method.
A useful walkthroughTry the ordinary route and the point where your team needs a different decision.

VP of Strategic Partnerships
Connecting your workflows with the systems and partners you rely on.

Director of Customer Success
Helping your team turn procedures into practical learning and task completion.
Your questions
The response for this occurrence retains mentor chosen from current offers, goal and topic. It belongs to the work being reviewed, rather than replacing a different occurrence's record.
Bring available sessions and connection request. We use those choices to prepare the working context, then check that each task opens the material it needs.
Select the prepared task and the relevant recipients when assigning work. Making a playbook available to a group and giving a person a task are separate setup choices.
An accepted relationship with a kickoff; a declined request closes as declined and the mentee may choose again.