Skip to content
Share
Explore
Track Your Progress
Onboarding Area: Business
Business
Week
Milestone
Accomplished?
Detail
1
1-1s with key sales and marketing leaders (including BD, ops, comms, legal, etc as appropriate)
Get finance team run-down of past performance
2
Shadow 5 sales pitches
Shadow 5 support calls
Go through active marketing campaigns
3
Do side-by-side training of sales tools (Salesforce, etc)
4
Pitch a client as primary
Handle 5 support calls as primary
5
Draft of “My observations of our business” and recommended changes
6
(fill in)
7
(fill in)
8
Publish revised business plan / strategy
Notes
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.