Onboarding Call

Checklist:

  1. Meet & Establish Trust
  2. Ask any questions you have about their responses.
  3. Make sure they're speaking from their clients perspective in responses to, "what does your client want and what are they struggling with?"
  4. Create user in Paperspace & pin to taskbar.
  5. Log into LinkedIn.
  6. Log into or create Hubspot account.
  7. What Calendar booking tool do they use?
    1. Calendly - We need API key
    2. Other - We need login info
  8. If they have Calendly, ask them to upgrade to Premium OR tell us manually.
  9. Answer any questions the client may have
  10. Explain the next steps.
  11. After call, invite them to Slack & complete Initial Onboarding tasks.