Onboarding Checklist

Do This Step First!

 

Create communication channels

• Create new channel at Slack, use “#project-companyname”
• Create new Google Drive folder under CLIENT FILES > [client name] > UPLOADS
• Create new WhatsApp group, invite client and relevant people, and copy paste this message
• (deprecated) Trello for BDM Project Management (choose a new project management soon)

Create new project at Trackabi so we can add time tracking

• Company → Projects → add new project, fill in below
• Assign team members too!

📍Pinning at Channels

❌ Pin the project objectives at Slack channel

❌Pin client’s folder (Gdrive) at Slack channel, for easy access

❌ Send client this contract to sign (Breezedoc)

Remind the client to complete the onboarding sheet