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Boon Customer Onboarding
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Boon Customer Onboarding

We're excited to partner with Info~Tech Research Group. The following workspace includes our onboarding plan.


The process is straightforward and is designed for us to do most of the heavy lifting, and get you the results you’re looking for.


The average time for our implementations is two weeks.


Contract start date:
Launch date:
Walkthrough/onboarding date:
Hello, Info~Tech!
My name is Nadia Motta and I'm your account manager.
Feel free to reach out whenever you have a question.
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nadia.m@goboon.co
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How to use action items...
View more details for an action item, by using the “expand button” that appears on the left when you hover over it or by clicking the “details” column to the right.
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Boon Customer Onboarding · Boon Customer Onboarding 2022-06-01 at 8.44.53 AM.png
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Phase 1: Setup

P1 Action Items
0
Summary
Assignee
Status
Due date
Details
File upload
1
Sign SaaS agreement
​
Completed
May 26, 2022
Open
2
Confirm employer profile details
​
In Progress
Open
Info-Tech-Research-Group-logo-9f60c2aabd41ec5f65952641ee795ea5202bfa0b3009ab614d32518d4d3ba55f.svg
Info-Tech-Research-Group-logo-9f60c2aabd41ec5f65952641ee795ea5202bfa0b3009ab614d32518d4d3ba55f.svg
3
Submit department bulk setup
​
Pending
Open
4
Submit reward structure details
​
Pending
Open
5
Confirm reward structure and department bulk setup
Nadia Motta
Pending
Open
6
Introduce to ATS point of contact
​
Pending
Open
There are no rows in this table
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Phase 3: Launch & Monitor

Progress:
Completed
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Pending
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(
0
⁠
% of tasks completed)
P3 Action Items 2
0
Summary
Assignee
Status
Due date
Details
File upload
1
Complete account walkthrough/onboarding
​
Pending
Open
2
Groups bulk setup (optional)
​
Pending
Open
3
Team member bulk import
​
Pending
Open
4
Launch team member invite campaign
​
Pending
Open
5
Schedule retrospective/progress report
​
Pending
Open
There are no rows in this table
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