Please make sure your calendar contains each of the following regular meetings.
1
ANNUAL MEETING
2
QUARTERLY MEETINGS
3
MONTHLY MEETINGS
4
WEEKLY MEETINGS
5
DAILY HUDDLES
6
TEAM MEETINGS - YOU'LL SET THESE UP
7
WEEKLY 1:1s WITH YOUR TEAM - YOU'LL SET THESE UP
Send Welcome Gift
First Day:
Please Complete Hiring Docs
Please checkoff hiring documentations as they are completed.
1
Employee/Contractor contract
2
W4 (if an employee)
3
I-9
4
Direct Deposit paperwork
5
NDA
Setup Platform Access
Please set up your credentials in the following platforms and check off when completed.
Your access/invite to mostwill come in your inbox.
1
LC EMAIL ADDRESS
2
WORKPLACE LOGIN
3
INFUSIONSOFT LOGIN
4
VOXER LOGIN
5
ZOOM LOGIN
6
INTERCOM LOGIN (IF NEEDED BASED ON ROLE)
7
PIPEDRIVE LOGIN (IF NEEDED BASED ON ROLE)
8
SET UP ACUITY (IF NEEDED BASED ON ROLE)
9
KAJABI LOGIN
10
INFUSIONSOFT LOGIN
11
DOCUSIGN LOGIN (IF NEEDED BASED ON ROLE)
12
WAVE LOGIN (IF NEEDED BASED ON ROLE)
13
SRT SOP REVIEW
14
WEEKLY REPORT SOP
15
MONTHLY REPORT SOP
16
PROCESS.ST LOGIN
Hand-off to Supervisor:
At this point, HR transfers responsibility for further training and on-boarding to immediate supervisor.
Access to Training Process or Trello Board
The new team members's immediate supervisor will grant access to the next step in the training process. This could be a new process checklist or a Trello training board.
Please use this link:
Review the LC Client-Centric Mission & LC Tenets
Please review the LC Client-Centric Mission Statement - LINK TO IT HERE.
Please review the LC Tenets LINK TO IT HERE.
And, please review the story behind each tenet LINK TO IT HERE.
What is the Waterfall and Cadence
Please review the Waterfall spreadsheet and the Meeting Cadence with your immediate supervisor.
Every target, goal, and milestone we set is directly influenced by the waterfall.
All of our meetings are targeted and very structured.
Please discuss any questions w/your supervisor.
Who is our Ideal Client? What do we deliver?
DESCRIBE YOUR IDEAL CLIENT IN AS MUCH DETAIL AS POSSIBLE.
Learn more about our ideal client - LINK TO INFO HERE.
MAKE A BULLET LIST OF YOUR OFFERS/PROGRAMS AND DESCRIBE EACH HERE
The Client Journey
CREATE A BULLET LIST OF EVERY PHASE OF YOUR CLIENTS' LIFE CYCLE FROM FIRST TOUCH TO COMPLETION OF PROGRAM
Optional cookies and similar technologies support analytics, advertising and visitor identification, and embedded content. Change or withdraw consent in Cookie settings. Cookie policy.
