RevOps Shop · Internal

Juan Millan 90-Day Onboarding Calendar

Click any event to see what the call is, what it must achieve, what to build before, and what to deliver after.
Standing internal
Client shadow
Development / teaching
Deliverable
Build block
IF = Conditional (net-new account)
PHASE 1

Foundation + Shadow

Weeks 2-4 · May 18 to June 5, 2026
Goal. Absorb the operating model. Build internal relationships. Build AI fluency (Claude, Codex) for research, agendas, and client prep. Submit observations, not opinions yet.
Week 2 Context Reading + Communication Foundation
May 18-22 ~20 hrs · old role wind-down
Mon
18
12-1pm
RevOps Shop Team Meeting
30 min
Sawyer 1:1
30 min
"How to Work With Me" Doc Exchange (Sawyer)
PM
Review 90-Day Onboarding Plan + AW Lake Brief
4-4:30pm
Claude Code Office Hours
Tue
19
AM
Continue Context Reading
60 min
AW Lake Internal Intro (Sawyer + Austin)
Wed
20
2-3pm
AW Lake Weekly Sync (Shadow)
30 min
Client Meeting Types (Sawyer)
4-4:30pm
Claude Code Office Hours
Thu
21
Off · old role wind-down
Fri
22
9-10am
Friday Film Club
30 min
Austin 1:1 Intro
30 min
Mike 1:1
60 min
Communication Protocols + Calendar Standards (Sawyer)
EOD
Shadow Observation #1
EOD
Juan's "How to Work With Me" Doc
4-4:30pm
Claude Code Office Hours
Week 3 Agenda Foundations + AI Prompting
May 25-29 ~20 hrs · old role wind-down
Mon
25
12-1pm
RevOps Shop Team Meeting
30 min
Sawyer 1:1
60 min
List Scraping for Outbound (Sawyer)
4-4:30pm
Claude Code Office Hours
Tue
26
30 min
Isabel 1:1 Intro
30 min
Andre 1:1 Intro
30 min
Mike 1:1
Wed
27
2-3pm
AW Lake Weekly Sync (Shadow)
60 min
Agenda Build Foundations (Sawyer)
60 min
AI Prompting Foundations: Claude Desktop + Codex (Steve)
4-4:30pm
Claude Code Office Hours
Thu
28
Off · old role wind-down
Fri
29
9-10am
Friday Film Club
60 min
Rosalina Platform Training (Steve)
60 min
Campaign Building in EmailBison and HeyReach (Sawyer)
EOD
Client Ask Log Started
EOD
Shadow Observation #2
4-4:30pm
Claude Code Office Hours
Week 4 Marketing Foundations + Phase 1 Close
June 1-5 Full schedule · 40 hrs
Mon
1
12-1pm
RevOps Shop Team Meeting
30 min
Sawyer 1:1
60 min
Rapport Internal Intro (Mike)
30 min
Spotting Bad Tasks + Saying No Gracefully (Sawyer)
4-4:30pm
Claude Code Office Hours
Tue
2
3-4pm
Rapport Weekly Sync (Shadow)
60 min
Asking Good Questions + Using AI for Clarity (Sawyer)
Wed
3
2-3pm
AW Lake Weekly Sync (Shadow)
60 min
Company Research Docs + ICP Prompts (Sawyer)
60 min
Using AI to Audit a Client Portal (Sawyer)
4-4:30pm
Claude Code Office Hours
Thu
4
60 min
Elastic Path: HubSpot + Syft Deanonymization (Sawyer)
60 min
Stakeholder Mapping + Influence Dynamics (Mike)
Fri
5
9-10am
Friday Film Club
60 min
Role-Play #1 (Agenda Critique)
30 min
Mike 1:1
EOD
Shadow Observation #3
EOD
POV Memo #1
EOD
Meeting Recap #1
4-4:30pm
Claude Code Office Hours
Phase 1 Exit
End of Week 4
End of Week 4. Sawyer + Juan 60-min review. Juan can use AI to build an agenda for a brand-new account he has never met, asks intelligent questions, and distinguishes good tasks from bad tasks. Go / no-go for Phase 2.