8 docs tagged with "onboarding"

Reference: Detailed checklist and inventory table for securing admin access to key marketing platforms, tools, and assets. Use this during onboarding to track access requirements.

Reference: Workflow and prompt templates to build a usable context pack for design-build remodeling companies. Use these prompts when creating client context documents during onboarding.

Template: Full question bank for client discovery covering company snapshot, financials, goals, and marketing history. Use this template when sending discovery questionnaires to new clients.

Reference: SOP for setting up the internal and shared folder structure in Google Drive for a new client. Use this when creating the file storage system during onboarding.

Quick orientation for the Revenue Team and org roles.

Reference: Process and prompts for performing a complete initial marketing audit. Includes workflow steps and AI prompts for creating context documents.

Complete step-by-step checklist for onboarding new remodeling clients.

Reference: Checklist for setting up essential shared working documents (KPI sheets, strategy docs, call notes, etc.). Use this when creating shared documents during onboarding.