Onboarding Phase: Webinar 3 – March 14th 2018

Webinar Replay

Download Working checklist for the Onboarding Phase

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

Action Items:

Owner:?Take the mid-program survey?
Admin: Take the mid-program survey
Complete time tracking from last week (if you haven’t don this already)
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.
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 ?
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 😉