Onboarding Phase: Webinar 3 – March 14th 2018

Webinar Replay

 

Download Working checklist for the Onboarding Phase

Download Checklist Here

Owner vs. Admin checklist 

Download Templates into Asana
How to download templates in Asana

Download This Board into Trello
Webinar 3 – Onboarding Phase Board

How to Download Board in Trello

Download Zip file with word/excel templates
Click this to download

Action Items:

  1. Owner: Take the mid-program survey 
  2. Admin: Take the mid-program survey
  3. Complete time tracking from last week (if you haven’t don this already)
  4. Owner/Admin: Let us know if there’s anything specific you would like to discuss during webinar 4 (May 21st). Anything specific that you need help with, any templates we didn’t include that would have been helpful, etc.
  5. Admin: Review checklists below and make a list of what’s been done vs. still needs to be done (talk w/ owner if you need to) – Leilani can walk you through this if you need help figuring this out!
    1. Webinar 1 – Data collection checklist for Dashboard
    2. Webinar 2 – Sales Phase checklist 
    3. Webinar 3 – Onboarding Working Master checklist                                             Owner vs. Admin checklist  
  6. Admin: work Leilani during Q&A time to discuss where you’re at and finish implementing what hasn’t been done. I’m here to help you make sure you guys get this implemented, so please use this time 😉
  • Thursday, March 15th 11-1pm central
  • Thursday, March 22nd 11-1pm central
  • Thursday, March 29th, 11-1pm central