Onboarding process

This is to ensure a smooth start to our partnership.

1. Introduction & Needs Assessment:

  • Friendly intro to services and understanding your needs.

  • Tailoring services to fit your unique requirements.

2. Proposal, Agreement & Terms:

  • Detailed proposal with scope of work and costs.

  • Clear terms and agreement for partnership.

3. Onboarding Documentation:

  • Completion of client info form.

  • Secure access protocols if needed.

4. Kick-off Meeting:

  • Tool introduction and comfort check.

  • Establishing a communication plan.

5. Task Prioritisation & Planning:

  • Prioritising tasks based on urgency.

  • Setting up a suitable scheduling system.

6. Collaboration & Feedback:

  • Regular updates on progress.

  • Actively seeking and implementing feedback.

7. Ongoing Support & Adjustments:

  • Periodic evaluations for effectiveness.

  • Discussion on additional services if needed.

8. Conclusion & Future Planning:

  • Comprehensive review and feedback session.

  • Planning for future projects and support.

Reach out for any questions or clarifications about the above