Onboarding: – Get Started
Effortless Setup, Instant Impact
Our onboarding process is designed with one mission: Speed-to-Productivity. Our goal is to onboard and launch workstreams within the first week of our partnership. Here’s how we ensure a seamless and efficient start:
Step 1 - Welcome Email with Onboarding Package
Step 2 - Complete your Onboarding Package
Please take 30 minutes to complete this at your earliest convenience. Your insights will not only deepen our understanding but also accelerate a seamless knowledge transfer, setting the stage for impactful collaboration.
Your input will:
1. Help us understand your brand, goals, and expectations.
2. Accelerate knowledge transfer for a smooth workflow.
3. Set the stage for impactful collaboration from day one.
Your HubSpot view when an onboarding call is booked—structured, clear, and ready to go.
Step 4 - Live Onboarding Call
Founder-led companies. Small-to-medium businesses with 1–500 employees that are resource-constrained.
Part 1: Introductions & Roles
1. Meet Your Team – Introduction to our Service Delivery team.
2. Your Key Players – Introduction to your Partnership Manager & stakeholders.
3. Align for Success – Define roles and responsibilities for seamless execution.
Part 2: Setting Clear Expectations
1. Meet Your Team – Introduction to our Service Delivery team.
2. Your Key Players – Introduction to your Partnership Manager & stakeholders.
3. Align for Success – Define roles and responsibilities for seamless execution.