{"id":27165,"date":"2021-07-09T16:00:28","date_gmt":"2021-07-09T16:00:28","guid":{"rendered":"https:\/\/www.process.st\/templates\/efficiency-consulting-onboarding\/"},"modified":"2024-02-29T04:20:24","modified_gmt":"2024-02-29T04:20:24","slug":"efficiency-consulting-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/efficiency-consulting-onboarding\/","title":{"rendered":"Efficiency Client Onboarding"},"content":{"rendered":"<section id=\"provide-client-information\">\n<h2>Provide Client Information<\/h2>\n<div class=\"text-content\">\n<p>Once the invoice has been sent and contract has been signed, this checklist is triggered by <em><strong>Sales<\/strong><\/em>.<\/p>\n<p>Please provide details of the client. It's important everyone on the team understand who the key players are and how they fit into the organization.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h3 style=\"text-align: center;\"><span style=\"color: #00b4a6;\"><strong>Client Information<\/strong><\/span><\/h3>\n<\/p><\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\"> <label> Type of Engagement <\/label> <select disabled class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select>\n  <\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Inbox Zero Quick Start\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Microsoft Teams\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Microsoft Teams, Inbox Zero and SharePoint\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Asana\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Asana Quick Start\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Slack\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Process Street\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       8\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Coda\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Was this client referred by Asana? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Project Start Date (Kickoff Call Date) <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<hr>\n<h4><strong>Enter Client Information<\/strong><\/h4>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Client Company Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Add Hubspot Company record link <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Key Stakeholder #1 Name (Exec Sponsor) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Key Stakeholder #1 Title <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Key Stakeholder #1 Hubspot record link <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Key Stakeholder #2 Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Key Stakeholder #2 Title <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Key Stakeholder #2 Hubspot record link <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Name of Billing Contact <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What are the client's primary business drivers and measures of success for this project? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Add link to the signed SOW in Shared Google drive <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Are there any call recordings or documents that the Delivery team should review prior to meeting with the client? Please add call links below. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"internal-preparation\">\n<h2>Internal Preparation:<\/h2>\n<\/section>\n<section id=\"assign-project-manager\">\n<h2>Assign Project Manager<\/h2>\n<div class=\"text-content\">\n<p>It's important that a project manager is one of the first roles that are assigned in order to structure the project.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\"><strong>Below are the following roles needed to make sure we are delivering optimal results to our client.&nbsp;<\/strong><\/p>\n<ul>\n<li><span style=\"color: #333333;\"><strong>Executive Sponsor Definition: Final point of escalation.<\/strong><\/span><\/li>\n<li><span style=\"color: #333333;\"><strong>Project Manager Definition:<br \/><\/strong><\/span>\n<ul>\n<li><span style=\"color: #333333;\">Primary point of contact for<\/span> Client Team from Sales handoff through project completion.<\/li>\n<li>Accountable for Client communications, creating and executing a project plan, organizing tasks for the various Consultants involved in delivering the work.<\/li>\n<li>Reporting to clients.<\/li>\n<li>Leading most client-facing meetings with handoffs to Lead Consultant and\/or SMEs as appropriate<\/li>\n<li>Ensuring agendas exist for all client-facing meetings<\/li>\n<li>Leading project kickoff and closeout<\/li>\n<li>Ensuring the project is progressing on time and budget<\/li>\n<li>Leading internal meetings as needed<\/li>\n<li>Create and maintain an organized project board in Asana<\/li>\n<li>Create and maintain an organized AirTable Base<\/li>\n<li>Provide weekly updates\n<ul><\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul><\/ul>\n<ul><\/ul>\n<ul><\/ul>\n<ul><\/ul>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Enter the names of team members who will fulfill the following roles:<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-team\">\n<h2>Assign Team<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\"><strong>Below are the following roles needed to make sure we are delivering optimal results to our client based on <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1NH4swW_qbb0HSbDcJOOxUQykcWsAxnonfMnIU6yIng8\/edit#gid=1496253487\" rel=\"nofollow noopener\" target=\"_blank\">the RACI<\/a><\/strong><\/p>\n<p><strong>Client Success Manager\/ Exec Sponsor:<\/strong><\/p>\n<ul>\n<li>Checking in with key stakeholders<\/li>\n<li>Sending out surveys to team leaders<\/li>\n<\/ul>\n<p><strong>Lead Consultant:<\/strong> The lead consultant has decision making authority and ultimate accountability for ensuring the value expected by the client (as outlined in the SOW) is delivered to the client. That includes determining who should lead which meetings, trainings and presentations between consultants and SMEs. The lead is accountable for the quality of the content being delivered (including meeting agendas, presentation decks, etc.), and ensuring the client is able to achieve their business objectives from the engagement.<\/p>\n<ul>\n<li>Training leadership team members<\/li>\n<li>Training each leaders department&nbsp;<\/li>\n<li>Facilitating 1:1 meetings and office hours<\/li>\n<li>Creating and updating presentations (working with the designer to make sure they are branded appropriately)<\/li>\n<li>Making sure every call is recorded via Zoom or Microsoft Teams... and documenting&nbsp;<em><strong>every call<\/strong><\/em>&nbsp;in AirTable<\/li>\n<\/ul>\n<p><strong>Consultant:&nbsp;<\/strong><em>Shares responsibility with PM for<\/em> Pre-kickoff: Internal Delivery team sync,&nbsp;Client Kickoff Meeting with Stakeholders, Project Management Setup, Schedule Training Sessions, Lead Stakeholder Monthly Meetings\u2003<br \/>Facilitate Channel Announcements (Slack\/Teams)<br \/><em>Is Accountable for<\/em> Lead Monthly Dept Calls, Office Hours, 1:1 Trainings, Strategy sessions, Monthly Reports, Provide Client Channel Support (Slack\/Teams), Onboard Users to Leverage Academy, Grade Leverage Academy Submissions, Certify Leverage Academy Client Users\u2003<\/p>\n<ul><\/ul>\n<ul><\/ul>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Enter the names of team members who will fulfill the following roles:<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Do any team members need to toggle for this engagement? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Do we need to setup a team &amp; project in the clients Asana workspace? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"schedule-internal-kickoff-meeting\">\n<h2>Schedule Internal Kick-Off Meeting<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">Please schedule an internal kick-off meeting before the project start date: {{form.Project_Start_Date:}}<\/p>\n<p class=\"style-danger\">Feel free to complete this if we don't need an internal kickoff meeting and it was already discussed in the internal efficiency call.&nbsp;<\/p>\n<p><strong>Meeting Title:<\/strong> {{form.Client_Company_Name}} Kick-Off Meeting<\/p>\n<p><strong>Meeting Length:<\/strong> 45 minutes<\/p>\n<p><strong>Meeting Attendees:<\/strong><\/p>\n<ul>\n<li>Nick Sonnenberg<\/li>\n<li>{{form.Exec_Sponsor_(Leverage):_2}}<\/li>\n<li>{{form.Lead_Consultant.name}}<\/li>\n<li>{{form.Second_Consultant_(SC).name}}<\/li>\n<li>{{form.Project_Manager.name}}<\/li>\n<li>{{form.SME_1:.name}}<\/li>\n<li>{{form.SME_2:.name}}<\/li>\n<\/ul>\n<p><strong>Agenda:<\/strong><\/p>\n<ul>\n<li>Review Roadmap (if applicable)<\/li>\n<li>Review R&amp;R for the engagement&nbsp;<\/li>\n<li>Review any client preferences&nbsp;<\/li>\n<li>Review timetable - any dependencies that can impact start date?<\/li>\n<li>Is there anything outstanding actions from the client? i.e. payments, scheduling?<\/li>\n<li>Is there anything outstanding on the leverage side? i.e. presentations that need to be built, etc.<\/li>\n<\/ul><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Internal Kick-Off Meeting Date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"create-toggl\">\n<h2>Create Toggl<\/h2>\n<div class=\"text-content\">\n<p>For each new consulting client, a new Toggl project needs to be created in the Internal Workspace.&nbsp;<\/p>\n<h5><strong>Follow the steps in the Loom video below to complete this task:<\/strong><\/h5>\n<p><strong>&gt;&gt;<\/strong><a href=\"https:\/\/www.loom.com\/share\/9281e7b38f314935bb335ef773caed8f\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>Loom: Create a New Toggl Project for an Efficiency Consulting Client<\/strong><\/a><strong> &lt;&lt;<\/strong><\/p>\n<p><strong>Still need help?<\/strong><strong> Follow these step-by-step directions:<\/strong><\/p>\n<p><strong>Create the new project in Toggl:<\/strong><\/p>\n<ol>\n<li>Login to Toggl<\/li>\n<li>Open the Internal Workspace<\/li>\n<li>Navigate to the Projects tab<\/li>\n<li>Click pink '+ New Project' button in top right<\/li>\n<li>Name the project in this format:&nbsp;\n<ol>\n<li>x - Monthly - {{form.Company Name:}}<\/li>\n<\/ol>\n<\/li>\n<li>Click pink 'Create Project' button<\/li>\n<\/ol>\n<p><strong>Update the new project to reflect Team Members &amp; Tasks:<\/strong><\/p>\n<ol>\n<li>With the new project open (x - Monthly - {{form.Company Name:}}), navigate to the Tasks tab<\/li>\n<li>Click the '+ Add Task' button<\/li>\n<li>Name the task for the Month in which the project is starting\n<ol>\n<li>i.e. September<\/li>\n<\/ol>\n<\/li>\n<li>Click the Save button<\/li>\n<li>Navigate to the Team tab<\/li>\n<li>Click the '+ Team Member' button<\/li>\n<li>Add all relevant Team Members (hourly team members) to the project<br \/> \n<ol>\n<li>{{form.Executive_Assistant:}}<\/li>\n<\/ol>\n<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"set-up-internal-project\">\n<h2>Set up internal project<\/h2>\n<div class=\"text-content\">\n<p>Build a project under the <strong>\"Delivery Clients - Efficiency\"&nbsp;<\/strong>team in Asana.<\/p>\n<h5><strong>STEP 1.&nbsp;<\/strong><\/h5>\n<p>Go to <a href=\"https:\/\/app.asana.com\/0\/1194740082434561\/overview\" rel=\"nofollow noopener\" target=\"_blank\">Delivery Clients - Efficiency Team<\/a> and scroll down to TEMPLATES. Select the template titled: [CLIENT NAME] [PRODUCT NAME] - Efficiency Implementation (<a href=\"https:\/\/app.asana.com\/0\/project-templates\/1202527047689062\/list\" rel=\"nofollow noopener\" target=\"_blank\">link to template here<\/a>).<\/p>\n<h5><strong>STEP 2.<\/strong><\/h5>\n<p>Refer to SOW to ensure project reflects the engagement&nbsp;<\/p>\n<ol>\n<li>Upload client's SOW<\/li>\n<li>Update the Overview tab description<\/li>\n<li>Add Exec Sponsor's Hubspot Contact Record<\/li>\n<li>\n<p>Add Shared folder<\/p>\n<\/li>\n<li>Any other relevant documents.<\/li>\n<li>Add project due date, according to SOW.&nbsp;<\/li>\n<li>Ensure you've added all the tasks, meetings<\/li>\n<li>Add milestones to each Phase\/Section in the project<\/li>\n<\/ol>\n<h5><strong>STEP 3.<\/strong><\/h5>\n<p>Invite all internal team members necessary:<\/p>\n<ul>\n<li>Nick Sonnenberg<\/li>\n<li>VP of Operations<\/li>\n<li>Chief of Staff<\/li>\n<li>Lead Consultant&nbsp;<\/li>\n<li>Supporting Consultant<\/li>\n<li>Define all TM roles<\/li>\n<li><\/li>\n<\/ul><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Created project\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Added project due date\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add Shared Drive\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add Statement of Work to project\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add Stakeholders HubSpot Contact record to Asana\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add Company Hubspot Record\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add\/update meeting tasks\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       8\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add milestones\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       9\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add all team members and assign roles\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"create-unique-zoom-link\">\n<h2>Create Unique Zoom Link<\/h2>\n<div class=\"text-content\">\n<h5><strong><span style=\"color: #333333;\">Step 1.<\/span><\/strong><\/h5>\n<p>Login to your zoom account and go to Meetings --&gt; Upcoming --&gt; Schedule a Meeting<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oti0VMUocEK0Kxv09rFGYA.png\" alt=\"Create Unique Zoom Link\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oti0VMUocEK0Kxv09rFGYA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5><strong>Step 2.&nbsp;<\/strong><\/h5>\n<ul>\n<li>Add Topic: Leverage &amp; [Client Name]<\/li>\n<li>Select \"Recurring Meeting\"<\/li>\n<li>Recurrence: No Fixed Time<\/li>\n<li>Meeting ID: Generate Automatically&nbsp;<\/li>\n<li>Toggle on Passcode and Waiting Room<\/li>\n<li>Options: allow participants to join anytime<\/li>\n<li>Alternative Hosts: add leverage internal efficiency team<\/li>\n<li>Select SAVE<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/na0yzXxWTpM6TFZ8N9hCQg.png\" alt=\"Create Unique Zoom Link\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/na0yzXxWTpM6TFZ8N9hCQg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gfQVrc0nMyyfEGXrtiVLXw.png\" alt=\"Create Unique Zoom Link\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gfQVrc0nMyyfEGXrtiVLXw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5><strong>Step 3.&nbsp;<\/strong><\/h5>\n<p>Copy the invite link<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tR7X1YNUYHWHQo5zXitH1w.png\" alt=\"Create Unique Zoom Link\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tR7X1YNUYHWHQo5zXitH1w.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5><strong>Step 4.<\/strong><\/h5>\n<p>Add link to the Asana project board in the overview section.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/j-DgnzrZKTiBGk0EycpGVQ.png\" alt=\"Create Unique Zoom Link\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/j-DgnzrZKTiBGk0EycpGVQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"create-11-scheduling-page-in-hubspot\">\n<h2>Create 1:1 Scheduling Page in Hubspot<\/h2>\n<div class=\"text-content\">\n<h5><strong>Step 1.<\/strong><\/h5>\n<p>Go to Hubspot Sales --&gt; Meetings --&gt; Create New Scheduling Page<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nwhdzJPh9QHFwzhR05VCig.png\" alt=\"Create 1:1 Scheduling Page in Hubspot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nwhdzJPh9QHFwzhR05VCig.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5><strong>Step 2.<\/strong><\/h5>\n<p>In the overview section make sure:<\/p>\n<ul>\n<li>Meeting Type = \"One-on-One\"<\/li>\n<li>Internal Name = [Client Name] 1-1 Training<\/li>\n<li>Event Title = 1-1 Training w\/ [Contact: First Name]<\/li>\n<li>Zoom should be integrated<\/li>\n<li>Description can be customized to the client's specific training, i.e. The purpose of this meeting is for 1:1 Training with Eddie on best practices for Asana, Inbox Zero, etc.<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lqbmIT3MCnGHJlhgpy5Jsw.png\" alt=\"Create 1:1 Scheduling Page in Hubspot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lqbmIT3MCnGHJlhgpy5Jsw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5><strong>Step 3.<\/strong><\/h5>\n<ul>\n<li>Scheduling Title = 1:1 Training w\/ [Consultant's Name]<\/li>\n<li>Duration Options = 30 min&nbsp;<\/li>\n<li>Select your time zone and availability<\/li>\n<\/ul>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rGi7zGwZ3-D3oMXyMYlBhw.png\" alt=\"Create 1:1 Scheduling Page in Hubspot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rGi7zGwZ3-D3oMXyMYlBhw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5><strong>Step 4.<\/strong><\/h5>\n<p>Under Automation ensure the client is:<\/p>\n<ul>\n<li>Receiving a confirmation email<\/li>\n<li>Set Pre-meeting reminder for 1 hour and include the invite description in the reminder email body<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sQ2_ime2V3pZ4dj5yftIdw.png\" alt=\"Create 1:1 Scheduling Page in Hubspot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sQ2_ime2V3pZ4dj5yftIdw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"create-internal-slack-channel\">\n<h2>Create Internal Slack Channel<\/h2>\n<div class=\"text-content\">\n<h5><strong>STEP 1.<\/strong><\/h5>\n<p>Create a channel in Slack and title it \"Client - Company Name\"&nbsp;<\/p>\n<p><strong>For example:<\/strong><\/p>\n<p><strong><span style=\"color: #007db6;\">Meta<\/span> <\/strong>= Client - Meta<\/p>\n<p><span style=\"color: #007db6;\"><strong>Savannah Services<\/strong><\/span> = Client - Savannah - Services<\/p>\n<\/p>\n<h5><span style=\"color: #333333;\"><strong>STEP 2.&nbsp;<\/strong><\/span><\/h5>\n<p><span style=\"color: #333333;\">Add channel description: Purpose of this channel is to discuss any issues, concerns or updates around [Client Name].<\/span><\/p>\n<p><span style=\"color: #333333;\"><\/span><\/p>\n<h5><span style=\"color: #333333;\"><strong>STEP 3.<\/strong><\/span><\/h5>\n<p><span style=\"color: #333333;\">Add Team Members:<\/span><\/p>\n<ul>\n<li><span style=\"color: #333333;\">Lead Consultant&nbsp;<\/span><\/li>\n<li><span style=\"color: #333333;\">Supporting Consultant<\/span><\/li>\n<li><span style=\"color: #333333;\">Customer Success&nbsp;<\/span><\/li>\n<li><span style=\"color: #333333;\">Nick Sonnenberg<\/span><\/li>\n<li><span style=\"color: #333333;\">VP of Operations<\/span><\/li>\n<li><span style=\"color: #333333;\">Chief of Staff<\/span><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"schedule-client-prekickoff-meeting\">\n<h2>Schedule Client Pre-Kickoff Meeting<\/h2>\n<div class=\"text-content\">\n<p><strong>Meeting Title:<\/strong> Leverage Onboarding Meeting<\/p>\n<p><strong>Meeting Length:<\/strong> 1 Hour<\/p>\n<p><strong>Meeting Description:<\/strong> <br \/>Discuss engagement between Leverage and {{form.Company_Name:}}:<\/p>\n<ul>\n<li>Materials needed before we begin training<\/li>\n<li>What to expect from training sessions and how to prepare<\/li>\n<\/ul>\n<p><strong>Meeting Attendees:<\/strong><\/p>\n<p>*Not every internal team member will need to be part of this meeting. Might vary per client, so check in with the team.<\/p>\n<ul>\n<li>Exec Sponsor: {{form.Exec_Sponsor_(Leverage):_2}}<\/li>\n<li>Project Manager:<br \/>{{form.Project_Manager.name}}&nbsp;<\/li>\n<li>Lead Consultant: {{form.Lead_Consultant.name}}<\/li>\n<li>Second Consultant 2:<br \/>{{form.Second_Consultant_(SC).name}}<\/li>\n<li>Key Stakeholder #1:<br \/>{{form.Key_Stakeholder_#1_Name_(Exec_Sponsor)}}<br \/>{{form.Key_Stakeholder_#1_email}}<\/li>\n<li>Key Stakeholder #2:<br \/>{{form.Key_Stakeholder_#2_Name}}<br \/>{{form.Key_Stakeholder_#2_email}}<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"update-coda-courses-and-client-access-table\">\n<h2>Update Coda \"Courses and Client Access\" table<\/h2>\n<div class=\"text-content\">\n<p>Update <a href=\"https:\/\/coda.io\/d\/Leverage_d2sAjETYiJa\/Leverage-Academy_suWlv#Courses-and-Client-Access_tu6LO\" rel=\"nofollow noopener\" target=\"_blank\">this table in Coda<\/a> to reflect the courses the client should have access to<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"client-onboarding-meeting\">\n<h2>Client Onboarding Meeting:<\/h2>\n<\/section>\n<section id=\"client-prekickoff-meeting-agenda-and-requested-info\">\n<h2>Client Pre-Kickoff Meeting Agenda and requested info<\/h2>\n<div class=\"text-content\">\n<p>This meeting is focused on the logistical needs of our engagement.<\/p>\n<p>Also, place a lot of stress on the fact that we have found greater likelihood of success if we can make the Academy courses, Office Hours, scheduling 1:1's mandatory.<\/p>\n<p><strong>Checklist of Items to Go Through with Client:<\/strong><\/p>\n<ul>\n<li><strong>Video introducing Leverage to their team:<\/strong> Stakeholders should introduce Leverage and speak about the \"Why\" for this engagement to the entire company via email, meeting or 1-2 min video <a href=\"https:\/\/docs.google.com\/document\/d\/1a6JeBRineXYMZ6CnYrDR3DJ1wGR7EzKb0DyzhhaZjnU\/edit?usp=sharing\" rel=\"nofollow noopener\" target=\"_blank\">(see template here). <span style=\"color: #333333;\">If Leverage is scheduling meetings for the entire company, instead of the stakeholder, make sure you have approval to send meeting invites from them. We want to make sure everyone in the company knows who we are and why we are bombarding their emails with tons of meeting invites.&nbsp;<\/span><\/a><\/li>\n<li><strong>Prep team for many emails:<\/strong> Let the client know they will be receiving many meeting invitations, so this might be overwhelming for their team. It's important everyone knows who we are and what we are doing before meeting invites are sent.&nbsp;<\/li>\n<li><strong>Team Directory (Excel Format)<\/strong>, with the following columns:\n<ul>\n<li>First Name<\/li>\n<li>Last Name<\/li>\n<li>Email<\/li>\n<li>Title&nbsp;<\/li>\n<li>Department&nbsp;<\/li>\n<li>Adoption Alliance (Y\/N)<\/li>\n<\/ul>\n<\/li>\n<li><strong><strong>Organizational Chart <\/strong><\/strong>so we know who is who at [CLIENT NAME] and who is responsible for what<\/li>\n<li><strong>Internal Email Account: <\/strong>Ask for an Internal Email Account <em>*(if they prefer we schedule meetings on their behalf)<\/em><\/li>\n<li><strong>Vacation days.<\/strong> Ask about any extended vacation days. This can cause a problem when we are scheduling.&nbsp;<\/li>\n<li><strong>Align on Communication Channel: <\/strong>Try to use Asana if this is an Asana engagement. <br \/>IF this is not an Asana engagement and they have <span style=\"text-decoration: underline;\">Slack<\/span> or <span style=\"text-decoration: underline;\">Microsoft Teams<\/span> and you decide to use either one, the following channels should be created:\n<ul>\n<li>\n<p>Setup <em><strong>2 private Microsoft Teams or Slack channels<\/strong><\/em><\/p>\n<ul>\n<li>\n<p>\"<strong>asana-adoption-alliance<\/strong>\" - add members of the Adoption Alliance<\/p>\n<\/li>\n<li>\n<p>\"<strong>asana-training<\/strong>\" (or similar name) - add all users - Adoption Alliance and additional team members<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p>Please invite the following Leverage team members to both channels:<\/p>\n<ul>\n<li>\n<p>Executive Sponsor &lt;email&gt;<\/p>\n<\/li>\n<li>\n<p>Lead Efficiency Consultant &lt;email&gt;<\/p>\n<\/li>\n<li>\n<p>PM Name &lt;email&gt;<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p>1 Channel for Stakeholders (Used to communicate Strategy\/Roadblocks)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li><strong>Add the Leverage team to the platforms we will be training in. <\/strong>i.e., Asana to build projects and manage the engagement, MS Office account for Teams functionality for trainings, etc.<\/li>\n<li><strong>SSO for the Academy:<\/strong> Leverage Academy is hosted on Workramp. Can you please verify with your IT Department if your organization has any SSO (single sign on) integration requirements for users, as each user is required to individually login to gain access. [maybe best to bring this up on the call instead of via email in case there is confusion as to what this means for them.<\/li>\n<li><strong>Spam filters.<\/strong> We will follow up with instructions on how to remove our academy Workramp from Spam filters.<\/li>\n<li><strong>Branding Assets<em> (needed ONLY IF they are a 100+ person enterprise client and we are build them an academy. We don't need&nbsp; this if we are only creating a segment for them).<\/em><\/strong>\n<ul>\n<li>Company Logo<\/li>\n<li>Brand Color and Fonts<\/li>\n<\/ul>\n<\/li>\n<li><strong>Not on Zoom? Test screen sharing capabilities<\/strong> <em>if we need to give our trainings on anything other than our Zoom.<\/em><\/li>\n<li>\n<p><strong>Confirm dates<\/strong> in placeholder calendar invites work\/propose dates<\/p>\n<\/li>\n<\/ul>\n<p><strong><\/strong><\/p>\n<p><strong>Leverage will (before X Date) -<\/strong><\/p>\n<ol>\n<li>\n<p><strong><em>Let client know that we need to start Scheduling meetings asap<\/em><\/strong><\/p>\n<ol>\n<li>\n<p><strong><em>Provide us with a team email for scheduling access <u>OR<\/u> admin on their team using PMs Zoom link and facilities scheduling.<\/em> <\/strong><\/p>\n<\/li>\n<li>\n<p><strong>Discuss best approach<\/strong><\/p>\n<\/li>\n<\/ol>\n<\/li>\n<li><strong>Setup, brand (for large clients) and add Adoption Alliance members to Leverage Academy<\/strong><\/li>\n<li>\n<p><strong>Prepare a Kickoff Deck for our X Date meeting with the Adoption Alliance<\/strong><\/p>\n<\/li>\n<li>\n<p><strong>Setup an internal Asana project to manage all details of this engagement<\/strong><\/p>\n<\/li>\n<\/ol>\n<p>Please let us know if we missed anything.&nbsp; We're looking forward to kicking things off together.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"prekickoff-meeting-email-follow-up\">\n<h2>Pre-Kickoff Meeting Email Follow Up<\/h2>\n<div class=\"text-content\">\n<p>Hi {{form.Key_Stakeholder_#1_Name_(Exec_Sponsor)}},<\/p>\n<p>Nice meeting you today!<\/p>\n<p>Thank you for taking time to work with me on the logistics of this engagement.&nbsp;<\/p>\n<p>Just to recap:<\/p>\n<p><strong>These are some items we need to set the team up for success:<\/strong><\/p>\n<ol>\n<li>\n<p>In Leverage Academy course, we explain to the team why they are doing this, how this will save them time and make them more productive. We also encourage that you communicate with your team on the importance of showing up to our trainings, support from leadership can really make all the difference!<span style=\"color: #e15951;\"> [No need to add this in the email if they've already done this with their team]<\/span><\/p>\n<\/li>\n<li>Send a <strong><em>.csv<\/em><\/strong> files with the following columns:\n<ol>\n<li>First Name<\/li>\n<li>Last Name<\/li>\n<li>Email<\/li>\n<li>Title&nbsp;<\/li>\n<li>Department&nbsp;<\/li>\n<li>Adoption Alliance (Yes\/No)<\/li>\n<li>*Please note that the CSV data will be used to add users to our Leverage Academy. If there are any misspellings on the spreadsheet, the user will not have access.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>3. Send us an Organizational Chart so we know how the team is structured at <span style=\"color: #e15951;\">[CLIENT NAME]<\/span><\/p>\n<p>4. Send us your branding guidelines + a logo we can use to brand your Leverage Academy <span style=\"color: #e15951;\">[ONLY IF OVER 100 TEAM MEMBERS AND THEY REQUIRE AN ENTIRE ACADEMY]<\/span><\/p>\n<p>5. Leverage Academy is hosted on Workramp. Can you please verify with your IT Department if your organization has any SSO (single sign on) integration requirements for users, as each user is required to individually login to gain access. <span style=\"color: #e15951;\">[IF NOT COVERED DURING PRE-KICKOFF MEETING]<\/span><\/p>\n<ul>\n<li>To prevent Leverage or the Academy emails (from workramp.com) from going to Spam, please share the attached PDF with your team.&nbsp;<\/li>\n<li>Once we have added users to Leverage Academy, please note that they will need to register using their work email (not personal).<\/li>\n<li><span style=\"color: #333333;\">For your IT lead, here are instructions for How to Remove Block\/Whitelist for our Academy Workramp<\/span>\n<ul>\n<li>Go to your email server<\/li>\n<li>Locate your Tenant Allow\/Block List&nbsp;<\/li>\n<li>Add <a href=\"https:\/\/workramp.io\/\" rel=\"nofollow noopener\" target=\"_blank\">workramp.io<\/a> or <a href=\"https:\/\/workramp.com\/\" rel=\"nofollow noopener\" target=\"_blank\">workramp.com<\/a> as safe send domains<\/li>\n<li>It is possible that <a href=\"https:\/\/workramp.io\/\" rel=\"nofollow noopener\" target=\"_blank\">workramp.io<\/a> or <a href=\"https:\/\/workramp.com\/\" rel=\"nofollow noopener\" target=\"_blank\">workramp.com<\/a> have already been added to your blocked URL list. Search for them in your list and delete them if so.<\/li>\n<li>As an extra safety measure, add a rule to bypass the spam filter by adding <a href=\"https:\/\/workramp.io\/\" rel=\"nofollow noopener\" target=\"_blank\">workramp.io<\/a> or <a href=\"https:\/\/workramp.com\/\" rel=\"nofollow noopener\" target=\"_blank\">workramp.com<\/a> as safe send domains<\/li>\n<\/ul>\n<\/li>\n<li><span style=\"color: #e15951;\">[Confirm meeting dates\/times that were confirmed in the meeting. Share the meeting title, description and zoom link for those calls).&nbsp;<\/span><\/li>\n<\/ul>\n<p>Please let us know if we missed anything or if you have any other questions.&nbsp;<\/p>\n<p>The Leverage team is looking forward to kicking things off together \ud83d\ude42<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-danger\">Use the below attachment if the client has GMAIL and they aren't receiving invitations:<\/p>\n<p>Attach<strong> the PDF below to your email on how to add Leverage and Workramp email addresses to your contacts to prevent them from going to Spam.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Client highlighted team members for an Adoption Alliance in Team Directory (if there is an Adoption Alliance)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Client submitted branding assets\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Client shared Team Directory List\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Client shared Organizational Chart\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Received Vacation Schedule and shared with Project Manager\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      All necessary channels created in Slack or Microsoft Teams (*if either are currently used)\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"post-client-onboarding-meeting\">\n<h2>Post Client Onboarding Meeting:<\/h2>\n<\/section>\n<section id=\"set-up-project-in-clients-asana-workspace\">\n<h2>Set up project in Client's Asana Workspace<\/h2>\n<div class=\"text-content\">\n<p>If the client is going through Asana training, set this up WITH the stakeholder in a meeting. Remember, they haven't gone through training yet, so for them doing this alone can be daunting.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5><strong>STEP 1:<\/strong><\/h5>\n<p>Ask the client to Set up a Team titled [Client's Company Name| Leverage]<\/p>\n<h5><strong>STEP 2:<\/strong><\/h5>\n<p>Import the Leverage Academy Supplement Project <a href=\"https:\/\/app.asana.com\/0\/project-templates\/1203084816780526\/list\" rel=\"nofollow noopener\" target=\"_blank\">(Link Here) <\/a>into their workspace. The purpose of this project is for the client to have an additional resource in Asana and view how a project can be setup in Asana.<\/p>\n<p><strong>*This project is not meant to be duplicated and owned by team members in Asana. It's just a reference.&nbsp;<\/strong><strong><\/strong><\/p>\n<h5><strong>STEP 3:<\/strong><\/h5>\n<p>Import the Adoption Alliance &amp; Support Project into the clients workspace <a href=\"https:\/\/app.asana.com\/0\/1203503812486146\/1203503812486146\" rel=\"nofollow noopener\" target=\"_blank\">(Link Here). <\/a><\/p>\n<h5><strong>STEP 4:<\/strong><\/h5>\n<p>Invite all team members to the team and to the project.&nbsp;<\/p>\n<h5><strong>STEP 5:&nbsp;<\/strong><\/h5>\n<p>Send the below welcome message in the project:<\/p>\n<p>\"Hi Everyone, you've been invited to this project so that you can communicate and engage with us more effectively. In this project you'll find everything you need in the \"Overview\" section as far as resources go. You can also track all of the meetings and recordings of those meetings in the \"List\" view. If you are part of the Adoption Alliance, you'll be assigned tasks to complete throughout the engagement.&nbsp;<\/p>\n<p>Feel free to share wins or give team shoutouts in the message board of this project!\"<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Client created a Leverage team in their workspace\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Project was imported and setup\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Team members were added to the Team and Project\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Message was posted in project board\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"share-team-directory-csv-with-leverage-academy\">\n<h2>Share Team Directory CSV with Leverage Academy<\/h2>\n<div class=\"text-content\">\n<p>Once you receive the team directory CSV, share it with the Leverage Academy team to ensure all team members are added successfully to the academy or the segment.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"submit-leverage-academy-request-to-build\">\n<h2>Submit Leverage Academy Request to Build<\/h2>\n<div class=\"text-content\">\n<p class=\"style-danger\"><em><strong>NEW ACADEMIES SHOULD ONLY BE CREATED FOR CLIENTS WITH 100 PEOPLE OR MORE GOING THROUGH OUR TRAINING.<\/p>\n<p><\/strong><\/em><strong>CLIENTS WITH LESS THAN 100 PEOPLE GOING THROUGH OUR TRAINING WILL BE ADDED TO THE GENERAL LEVERAGE ACADEMY, WHERE THEY WILL HAVE ACCESS TO ALL COURSES.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Create an Academy? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Please fill out the form linked below <strong>at least<\/strong> <strong>3 weeks prior<\/strong> <strong>to client kickoff dates<\/strong> so that the Academy Team can get the new academy built, reviewed, and ready to go with enough time to spare before kickoff.<\/p>\n<p><strong>BEFORE filling out this form ask the client for the following:<\/strong><\/p>\n<ul>\n<li><strong>Font<\/strong><\/li>\n<li><strong>Brand colors<\/strong><\/li>\n<li><strong>Company logo (highest resolution possible)<\/strong><\/li>\n<\/ul>\n<p><strong>&gt;&gt; <a href=\"https:\/\/app.process.st\/workflows\/Client-Academy-Build-Request-Nov-2022-siuznQT2Z7ToczRQVR9CHw\/view\" rel=\"nofollow noopener\" target=\"_self\"><u>Fill Out The Academy Request Form HERE<\/u> <\/a>&lt;&lt;<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"review-leverage-academy-setup\">\n<h2>Review Leverage Academy Setup<\/h2>\n<div class=\"text-content\">\n<p>Please go through the academy and do QA for anything that may have been missed during setup. <em>As a reminder, enterprise clients with more than 100 users will have their own academy and those less than 100 will have a segment within the Leverage Academy.<\/em><\/p>\n<ol>\n<li>Login to <a href=\"https:\/\/leverage.app.workramp.com\/admin\/academies\" rel=\"nofollow noopener\" target=\"_blank\">workramp.com<\/a>. Login info for the test learner is listed below.<\/li>\n<li>Go to the Academy for {{form.Client_Company_Name}}<\/li>\n<li>For any additional updates that should be made, please respond in the comments on this task and @mention appropriately.<\/li>\n<\/ol>\n<hr>\n<p><strong>Leverage Learner Login:<\/strong><\/p>\n<ul>\n<li>Email: <a href=\"mailto:efficiency@getleverage.com\" rel=\"nofollow noopener\" target=\"_blank\">efficiency@getleverage.com<\/a><\/li>\n<li>PW: Leverage!<\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Provide Client Information Once the invoice has been sent and contract has been signed, this checklist is triggered by Sales. Please provide details of the client. It's important everyone on the team understand who the key players are and how they fit into the organization. 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