Process Overview

Below you’ll find every step to our onboarding process, in both timeline and Gantt chart views. This list is for transparency and will be managed by our internal team.
Onboarding Progress:
Completed
Incomplete
(
0
% of tasks completed)
Onboarding Timeline Table
1
Search
Done
Process
Start Date
End Date
Duration
Lead
Dept
1
Distribution Services Agreement
2/19/2020
1/17/2020
32 days ago
Max
LEGAL
2
Final DSA/Redline Review
4/22/2020
4/18/2020
3 days ago
Max / JJ
LEGAL
3
DSA Signature Received
4/19/2020
4/19/2020
1 day
Max / JJ
LEGAL
4
Call: Onboarding Overview (30 min)
4/20/2020
4/20/2020
1 day
Tal / Max
ACCOUNT MANAGEMENT
5
ASR Assignment
4/20/2020
4/20/2020
1 day
Neena
ACCOUNT MANAGEMENT
6
Onboarding Process
4/23/2020
6/1/2020
40 days
Colin
ACCOUNT MANAGEMENT
7
Call: Transfer Ticket Training (30 min)
6/4/2020
6/6/2020
3 days
Colin
ACCOUNT MANAGEMENT
8
Product Intake
6/7/2020
6/15/2020
9 days
Colin
ACCOUNT MANAGEMENT
9
Call: Order Ticket Training (60 min)
6/18/2020
6/19/2020
2 days
Neena
ACCOUNT MANAGEMENT
10
READY FOR ORDERS
6/21/2020
6/21/2020
1 day
ASR
ACCOUNT MANAGEMENT
11
Call: Finance Training (60 min)
6/22/2020
6/22/2020
1 day
Nancy
ACCOUNT MANAGEMENT
12
Call: Production Training (60 min)
6/23/2020
6/23/2020
1 day
Neena
ACCOUNT MANAGEMENT
13
Brand Asset Acquisition
4/23/2020
5/4/2020
12 days
Colin
MARKETING
14
1st Payment Pickup
7/30/2020
8/3/2020
5 days
Nancy
FINANCE
There are no rows in this table

Gantt Chart of Onboarding Timeline
1
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