Ensure client information is correct in database:
Customer name
Primary contact
Primary phone number
Date of Contract
Onboarding
In progress
April Palmer
11/7/2019
11/7/2019
Declare Communication Channels, Client signs on, Basic information
Schedule KickOff Call and Confirm KickOff Call Date
Onboarding
In progress
April Palmer
11/7/2019
11/7/2019
Client signs on, Declare Communication Channels, Basic information, Schedule KickOff Call/Trainings
Introduction to you / Mortensen Designs
Short, relevant video with contextual information
Digital brochure containing information about Mortensen
Designs services
Content referencing Mortensen Designs (blog posts, articles, etc.)
Customer testimonials
FAQs
Onboarding
In progress
April Palmer
11/8/2019
11/8/2019
Basic information, Client signs on
Declare primary communication channels (LinkedIn Messenger, email, text, etc)
Does client need invite to communication channel?
Invite client to appropriate channel.
Tool setup
In progress
April Palmer
11/11/2019
11/12/2019
Schedule KickOff Call/Trainings
Understand client's needed outcomes
Understand client's experience/knowledge
Understand client's primary use case
Understand client's needed integrations
Understand client's biggest problem currently
Record additional notes
What KPIs are important to client? How are they measured?
Tool setup
In progress
April Palmer
11/12/2019
11/11/2019
KickOff Call
Determine Success Milestones
Next step to hit first success milestone
Prepare list of joint accountability
Share success milestones and accountability with client
Progress reporting
In progress
April Palmer
11/15/2019
11/15/2019
Managing Expectations
Schedule Review Meetings and Confirm Dates
Schedule Training Sessions and Confirm Dates
Progress reporting
In progress
April Palmer
11/18/2019
6/18/2019
KickOff Call
Have a one week review call
Prepare and provide additional guidance
Progress reporting
In progress
April Palmer
11/25/2019
11/25/2019
After one week
Have a two week review call
Prepare and provide additional guidance
Progress reporting
In progress
April Palmer
12/2/2019
12/2/2019
After one week, After two weeks
Congratulations!
Understand factors that led to success
Understand KPIs associated with success
Prep client for future advocacy or expansion (create a fan now and prep for next products)
1. Request testimonial
2. Suggest upgrade
feature
3. Request case study
Progress reporting
In progress
April Palmer
12/11/2019
12/11/2019
After two weeks
Have a one month review call
Prepare and provide additional guidance
Progress reporting
In progress
April Palmer
1/10/2020
1/10/2020
After one month
Have a two month review call
Prepare and provide additional guidance
13 records
Summary
Summary
Summary
Summary
Summary
Summary
Summary
Summary
Summary
Extensions
Alert
Lorem ipsum
Okay
Schedule KickOff Call/Trainings
Loaded
Name
Schedule KickOff Call/Trainings
Notes
Onboarding
Attachments
In progress
Owner
April Palmer
Start date
11/7/2019
End date
11/7/2019
Blocked by (predecessor tasks)
Declare Communication Channels, Client signs on, Basic information
Important Tasks
Schedule KickOff Call and Confirm KickOff Call Date