ONBOARDING PROCESS

Start
Onboarding process begins
Signed Agreement
Information + scheduling your kickoff call
Welcome Email
Describe the onboarding process + review access required
Kickoff Call
Discuss structure, processes and what's next
Onboarding Call
Put structure in place, clean up records & processes

Set up/Clean up

First month-end reporting package delivered
First Reporting Package
Review report, discuss changes to be made, discuss important metrics
First Review Call
Second month-end reporting package delivered, integrating prior feedback
Second Reporting Package
Review report, refine processes & metrics
Second Review Call
You’re Done!

ONBOARDING PROCESS

Start
Onboarding process begins
Signed Agreement
Information + scheduling your kickoff call
Welcome Email
Describe the onboarding process + review access required
Kickoff Call
Discuss structure, processes and what's next
Onboarding Call
Put structure in place, clean up records & processes
Set up/Clean up
First month-end reporting package delivered
First Reporting Package
Review report, discuss changes to be made, discuss important metrics
First Review Call
Second month-end reporting package delivered, integrating prior feedback
Second Reporting Package
Review report, refine processes & metrics
Second Review Call
You’re Done!

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