Name
1
Client signs on
2
Basic information
3
Schedule KickOff Call/Trainings
4
Welcome Kit
5
Declare Communication Channels
6
KickOff Call
7
Managing Expectations
8
Set up progress meetings and schedule trainings
9
After one week
10
After two weeks
11
First Success Milestone Hit
12
After one month
13
After two months
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Notes
Attachments
Owner
Start date
End date
Blocked by (predecessor tasks)
Important Tasks
Field 9
Onboarding
Complete
11/6/2019
11/6/2019
Handwritten thank you note
Onboarding
In progress
11/7/2019
11/7/2019
Client signs on
Ensure client information is correct in database: Customer name Primary contact Primary phone number Date of Contract
Onboarding
In progress
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
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
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
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
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
11/15/2019
11/15/2019
Managing Expectations
Schedule Review Meetings and Confirm Dates Schedule Training Sessions and Confirm Dates
Progress reporting
In progress
11/18/2019
6/18/2019
KickOff Call
Have a one week review call Prepare and provide additional guidance
Progress reporting
In progress
11/25/2019
11/25/2019
After one week
Have a two week review call Prepare and provide additional guidance
Progress reporting
In progress
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
12/11/2019
12/11/2019
After two weeks
Have a one month review call Prepare and provide additional guidance
Progress reporting
In progress
1/10/2020
1/10/2020
After one month
Have a two month review call Prepare and provide additional guidance
13 records
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