Onboarding Step 1

Step 1: Use this Onboarding Google Doc to walk through Onboarding Steps 1 & 2. Select “make a copy” and rename the doc to < Your Full Name – Onboarding Doc >.

Step 2: Record an introduction video & add the link to your Onboarding Google Doc. Here is a link to Vimeo or you can record it with your phone.

At the end of Onboarding Step 2, you will send a public link of your Onboarding Google Doc to [email protected].

Watch this video from some of our team members and tell us what core value you love the most. Add your answer to your Onboarding Google Doc.

Team Leads meet with our clients each week, we call these “touch-base calls.” These weekly touch-base calls are where we get direction, feedback, and approval from clients. This is where the magic happens!

After these weekly calls, TLs will assign out tasks to the client’s Graphic Designer, Accountant, Database admin, etc. It’s important to understand how the calls work because they affect everyone on the team.

Let’s try seeing one in action! Watch this weekly client call and see how the team does. What was awesome, what was not? Add your feedback to your Onboarding Google Doc.

Review this, this, and this email. We do lots of this type of email and you can learn a little bit about our clients by seeing the emails we write, design, and send out for them. Add your thoughts on one of the emails linked above to your Onboarding Google Doc.

Look over this and this social media accounts. Add what you love or don’t love about the posts (just chose one of the accounts linked above) or what you think we could do better to your Onboarding Google Doc.

We don’t do all of the posting for each client, but review the past 30 days for one of the accounts above and tell us what you think.

Watch this video. Data work is important to us and drives most of the other work we do. No homework here other than watching the video. 😊

We’re almost done with Step 1! But before we wrap up, upload your W-9 here so we can have all of your official data in our files.

Once you have completed all the steps for Onboarding step 1, add the total number of hours spent to complete these tasks to your Onboarding Google doc.

Check the box in Teamwork to mark this task as complete and move onto Onboarding Step 2! 🎉