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Categories
On-boarding tasks are broken up into the following Categories. You can add new categories based on your needs.
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Categories
Name
Tasks
1
Tech Setup
Join Slack channels
Okta
Zendesk
Guru
Gong App
Showpad
Lattice
IT helpdesk
Gainsight
Zoom - Phone
Salesforce
Pendo
SnagIt
Google Drive Folders
Rebuild analytics tracker
Clear Rec History
Cloud Connect Page
Additional Links: Customer Page
Folders
2
Meetings
Career Goals
New Hire IT Onboarding
DM Onboarding 101 (HR)
Benefits Onboarding (HR)
Customer Lifecycle Overview
Pillars of Product Support
Org Chart/Responsibilities
CS Pod Model
Product Support Standup
1:1 Get to know you / Ticket Review with Trevor
1:1 Get to know you / Ticket Review with Fred
1:1 Get to know you / Ticket Review with Eddie
1:1 Get to know you / Ticket Review with Sue
1:1 Get to know you / Ticket Review with Sarah
1:1 Get to know you / Ticket Review with Erica
1:1 Get to know you / Ticket Review with Phyllis
1:1 Get to know you / Ticket Review with Jeanette
1:1 Get to know you / Ticket Review with Casey
3
Company-Wide
Holidays
Lunch
DM History Recording
Review DM Positioning Guide and Storyline
Watch Accounting 101 and 102 Recordings
Watch AE Demo Recording
Watch Life for Businesses without DM
4
Sales
Sales Demo - Recording
Launch Call - Recording
Admin Training - Recording
Team Training - Recording
Optimization Call - Recording
QBR - Recording
5
Social
Social Events Signup!
Order of Operations
Review Help Desk Articles
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