{"id":30039,"date":"2023-07-28T10:37:18","date_gmt":"2023-07-28T10:37:18","guid":{"rendered":"https:\/\/www.process.st\/templates\/advisory-services-partner-onboarding\/"},"modified":"2024-03-05T13:15:22","modified_gmt":"2024-03-05T13:15:22","slug":"advisory-services-partner-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/advisory-services-partner-onboarding\/","title":{"rendered":"Advisory Services Partner Onboarding"},"content":{"rendered":"\n<section id=\"welcome-new-partner-with-introductory-email-and-information-package\"> \n <h2>Welcome new partner with introductory email and information package<\/h2>\n <div class=\"text-content\">\n   Compose a friendly introductory email welcoming the new partner to the company. Highlight the importance of their role in the onboarding process and provide an information package with relevant resources. How can you make the new partner feel valued and supported? What challenges might they face in their first days and how can you address them? Make sure to include the partner's name and personalize the email.\n  <br>\n  <br>What is the partner's email address? \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Partner's email address <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"set-up-partners-office-space-and-equipment\"> \n <h2>Set up partner's office space and equipment<\/h2>\n <div class=\"text-content\">\n   Create a welcoming office space for the new partner. Make sure the office space is clean, organized, and properly equipped. Set up a desk, chair, computer, and any other necessary equipment. How can you ensure the partner feels comfortable in their new workspace? Is there anything specific they might need? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Partner's name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Preferred office location <\/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  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Headquarters \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Branch office \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Remote \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Equipment needed <\/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    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Computer \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Phone \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Printer \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Scanner \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Other \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"provide-introduction-to-company-structure-policies-and-culture\"> \n <h2>Provide introduction to company structure, policies, and culture<\/h2>\n <div class=\"text-content\">\n   Familiarize the new partner with the company's structure, policies, and culture. Explain the company's hierarchy, departmental functions, and communication channels. Introduce them to the company's core values and any specific cultural aspects. What key policies should the new partner be aware of? What cultural aspects should they embrace? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Key policies to highlight <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Preferred format for introduction <\/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  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Meeting \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Presentation \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Document \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"assign-a-mentor-or-buddy-to-guide-the-new-partner\"> \n <h2>Assign a mentor or buddy to guide the new partner<\/h2>\n <div class=\"text-content\">\n   Assign a mentor or buddy to guide the new partner throughout their onboarding journey. The mentor\/buddy should be an experienced employee who can provide guidance, answer questions, and help the new partner navigate company processes. Who would be the best mentor\/buddy for the new partner? \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Mentor\/Buddy name <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"have-hr-provide-necessary-employment-documents-for-review\"> \n <h2>Have HR provide necessary employment documents for review<\/h2>\n <div class=\"text-content\">\n   Ensure that HR provides the new partner with all necessary employment documents for review. These documents may include the employment contract, benefits information, and any other relevant policies or forms. What specific documents should be provided? How can HR support the new partner in reviewing these documents? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Document name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Upload document <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-employment-documents-review\"> \n <h2>Approval: Employment documents review<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Provide introduction to company structure, policies, and culture<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"arrange-first-team-meeting-for-introduction\"> \n <h2>Arrange first team meeting for introduction<\/h2>\n <div class=\"text-content\">\n   Schedule the first team meeting for the new partner's introduction. This meeting should provide an opportunity for the new partner to meet their team members, learn about ongoing projects, and understand their role within the team. What date and time should the team meeting be scheduled? \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Meeting date and time <\/label> \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  <\/div> \n <\/div> \n<\/section> \n<section id=\"provide-new-partner-business-cards-and-other-marketing-materials\"> \n <h2>Provide new partner business cards and other marketing materials<\/h2>\n <div class=\"text-content\">\n   Ensure that the new partner receives business cards and any other marketing materials necessary for networking and client interactions. The business cards should have the partner's name, title, and contact information. What other marketing materials should be provided? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Partner's name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Upload business card design <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"arrange-initial-business-development-meetings-for-new-partner\"> \n <h2>Arrange initial business development meetings for new partner<\/h2>\n <div class=\"text-content\">\n   Schedule initial business development meetings for the new partner to start building their client base. These meetings should provide an opportunity for the new partner to introduce themselves, understand client needs, and explore potential collaboration opportunities. Who are the key contacts for arranging these meetings? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Business development contact <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"provide-access-to-company-software-email-and-databases\"> \n <h2>Provide access to company software, email, and databases<\/h2>\n <div class=\"text-content\">\n   Grant the new partner access to necessary company software, email accounts, and databases. This access will allow them to perform their job duties efficiently. What specific software, email accounts, and databases should the new partner have access to? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Software name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Email account <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Database access <\/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  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Yes \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      No \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"conduct-initial-performance-expectations-and-role-discussion\"> \n <h2>Conduct initial performance expectations and role discussion<\/h2>\n <div class=\"text-content\">\n   Hold a meeting with the new partner to discuss their performance expectations and clarify their role within the company. Set clear goals, define key responsibilities, and provide guidance on how to measure success. What are the performance expectations for the new partner? How can you support them in understanding their role? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Performance expectations <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Role description <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-initial-performance-expectations\"> \n <h2>Approval: Initial performance expectations<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Conduct initial performance expectations and role discussion<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"review-billing-rates-and-client-assignment-practices\"> \n <h2>Review billing rates and client assignment practices<\/h2>\n <div class=\"text-content\">\n   Review the company's billing rates and client assignment practices with the new partner. This will ensure they are aware of the company's financial policies and client allocation strategies. What are the billing rates for different services? How are clients typically assigned to partners? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Billing rates <\/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  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Standard rate \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Variable rate \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Client assignment practices <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"provide-introductory-training-on-company-technologies\"> \n <h2>Provide introductory training on company technologies<\/h2>\n <div class=\"text-content\">\n   Provide the new partner with introductory training on the company's technologies and tools. This training will enable them to effectively use software, systems, and other technological resources. What specific technologies should be included in the training? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Technologies for training <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"begin-exposure-to-major-clients\"> \n <h2>Begin exposure to major clients<\/h2>\n <div class=\"text-content\">\n   Facilitate the new partner's exposure to major clients by arranging meetings, shadowing opportunities, or participation in client-related activities. This exposure will help the new partner understand client needs and expectations. What major clients should the new partner be exposed to? How can you facilitate this exposure? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Major client name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Exposure method <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"arrange-introduction-to-key-firm-leaders-and-contacts\"> \n <h2>Arrange introduction to key firm leaders and contacts<\/h2>\n <div class=\"text-content\">\n   Organize introductory meetings between the new partner and key firm leaders and contacts. These meetings will help the new partner establish connections and understand the firm's leadership structure. Who are the key firm leaders and contacts that should be introduced to the new partner? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Leader\/Contact name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"begin-structured-training-program-for-advisory-services-partners\"> \n <h2>Begin structured training program for advisory services partners<\/h2>\n <div class=\"text-content\">\n   Initiate a structured training program specifically designed for advisory services partners. This program will enhance the new partner's skills and knowledge in providing advisory services to clients. What topics should be covered in the training program? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Training topics <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"provide-resources-for-continued-professional-education\"> \n <h2>Provide resources for continued professional education<\/h2>\n <div class=\"text-content\">\n   Offer resources and support for the new partner's continued professional education. This can include access to online courses, industry conferences, or professional development events. What resources can you provide to support the new partner's professional growth? \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Available resources <\/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    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Online courses \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Industry conferences \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Professional development events \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"set-up-regular-checkins-with-management\"> \n <h2>Set up regular check-ins with management<\/h2> \n<\/section> \n<section id=\"approval-onboarding-process-completion-by-hr\"> \n <h2>Approval: Onboarding process completion by HR<\/h2> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Welcome new partner with introductory email and information package Compose a friendly introductory email welcoming the new partner to the company. Highlight the importance of their role in the onboarding process and provide an information package with relevant resources. How can you make the new partner feel valued and supported? What challenges might they face [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83e\udd1d","cover_icon_url":"","tasks_count":"20","template_description":"","template_id":"hIIILMURnGBCSaV0DVpB-w","task_0":"Welcome new partner with introductory email and information package","task_slug_0":"welcome-new-partner-with-introductory-email-and-information-package","task_1":"Set up partner's office space and equipment","task_slug_1":"set-up-partners-office-space-and-equipment","task_2":"Provide introduction to company structure, policies, and culture","task_slug_2":"provide-introduction-to-company-structure-policies-and-culture","task_3":"Assign a mentor or buddy to guide the new partner","task_slug_3":"assign-a-mentor-or-buddy-to-guide-the-new-partner","task_4":"Have HR provide necessary employment documents for review","task_slug_4":"have-hr-provide-necessary-employment-documents-for-review","task_5":"Approval: Employment documents review","task_slug_5":"approval-employment-documents-review","task_6":"Arrange first team meeting for introduction","task_slug_6":"arrange-first-team-meeting-for-introduction","task_7":"Provide new partner business cards and other marketing materials","task_slug_7":"provide-new-partner-business-cards-and-other-marketing-materials","task_8":"Arrange initial business development meetings for new partner","task_slug_8":"arrange-initial-business-development-meetings-for-new-partner","task_9":"Provide access to company software, email, and databases","task_slug_9":"provide-access-to-company-software-email-and-databases","task_10":"Conduct initial performance expectations and role discussion","task_slug_10":"conduct-initial-performance-expectations-and-role-discussion","task_11":"Approval: Initial performance 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