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HomeAglow Onboarding Checklist
Step #
Task
Description
Owner
Status
Notes / Links
1
Direct cleaner to signup page
Provide link to HomeAglow “Become a Cleaner” signup page. Instruct to use San Francisco zip code/address.
VA
Not Started / In Progress / Done
2
Account creation instructions
Cleaner creates account, states experience from own cleaning business to avoid extra docs.
VA
Not Started / In Progress / Done
3
Obtain login credentials
Collect cleaner’s HomeAglow login info before or once welcome call scheduled. Store securely.
VA
Not Started / In Progress / Done
Secure vault location
4
Guide cleaner through signup
Help cleaner answer all onboarding questions accurately.
VA
Not Started / In Progress / Done
5
Schedule welcome call
Cleaner completes welcome call the next day with HomeAglow. Confirm scheduled/completed.
VA
Not Started / In Progress / Done
6
Pay incentive
Pay cleaner $50 sign-up bonus after welcome call completion.
Admin
Not Started / Paid
Payment record link
7
Follow-up and tracking
Track cleaner’s onboarding status in Coda. Confirm readiness to accept jobs.
VA
Not Started / In Progress / Done
Link to onboarding tracker
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