On Boarding Tracker

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* 1. Full Name

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* 2. Full Email

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* 3. PRE SALE

Call & Email (Director)
Schedule a walk-through meeting. Share the importance of conducting a walk-through and what we’ll accomplish. Inform who will do the walk-through. Email should CC and include the contact info of whoever does the walk-through.

Meet (Director)
Walk-through pre-sale. (See guide - pg. 8)

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* 4. POST SALE

Email (Salesperson)
Post signed contract. “Thanks for signing up and be on the lookout for someone from Operations Team to reach out and discuss the next steps as we get ready to start."

Call (Director)
After post-sale signing, immediately schedule a meeting to discuss all client expectations going forward.

Meet (Director)
Schedule a Post-sale “meeting expectations” discussion with the Area Manager (see guide - pg. 9).

Document (Director)
Document all “meeting expectation “notes in Salesforce.

Email (Director)
Email client one day before pre-scheduled “Orientation Day” activities. Content of email: To ensure a very smooth take-off and seamless transition we need to do this... (CC Account Manager).