Client Onboarding Admin

See also: https://projects.dojo4.com/documents/499

Communications

Once the client is ready to be onboarded, send them an email something like one of these:

Sample Onboarding Email

Hi XXXX!

I’m about to send you our agreements. There’s a basic master services agreement and a lightweight engagement agreement- look for invites through concordnow.com. You’ll have full edit access- please feel free to make any necessary edits directly to the documents.

You’re also about to get an invitation to our project management tool (Redmine) and I’m including our client onboarding survey here. Survey is in no way a requirement but gives us added info about how best to work with new clients, if you have time to jot down a few thoughts: https://dojo4.typeform.com/to/KzvasC

*Same with our PM tool- you can choose to use it or not. We’ll be using it for tasking, communication and documentation- and you’ll have full access but if email is easier, use that and we’ll put your communications in the tool ourselves. Here’s a mini-orientation.

Let me know if there’s anyone else at XXXX that we should add to the project or should receive the contracts for review. And just let me know if you have any questions…

Best,

XXX

OR

Hi XXX,

All three of you are about to get an invitation to our project management tool (Redmine). The url for the project is here: https://projects.dojo4.com/projects/XXX/. This is the custom online tool that we use to manage the project internally at dojo4 - we use it for tasking, communication and documentation. You’ll have full access and visibility into our workflow and activity. However, if email is easier, use that and we’ll put your communications in the tool ourselves. Here’s a mini-orientation. If any of you does not need to be involved at this level, please just ignore the invitation to the project tool. And if there is anyone else from the XXX team that should be added, please let me know.*

Our client onboarding survey can be found here: https://dojo4.typeform.com/to/KzvasC. This survey is in no way a requirement but gives us added info about how best to work with new clients, if you have time to jot down a few thoughts.

We’ll follow up soon about scheduling a kickoff meeting and introduction to the specific dojo4 team members that you’ll be working with.

Best,

XXX

Documents & Agreements

Redmine orientation

• https://docs.google.com/document/d/1Lxqs20SOZwz3dY7f71AlT-gytqVYHKkpMqrsCtp8408/edit?usp=sharing
• https://github.com/dojo4/projects2/blob/master/app/views/pages/orientation.html.erb

Various client onboarding docs

• https://drive.google.com/drive/folders/1DIf-QnMLZUwCr4f4qwDAJ-Q79g786knR?usp=sharing

Client orientation survey 

• https://dojo4.typeform.com/to/KzvasC

Master Services Agreement

• https://secure.concordnow.com/negotiation/library/#/template/8769
• https://drive.google.com/drive/folders/1DIf-QnMLZUwCr4f4qwDAJ-Q79g786knR?usp=sharing

Engagement Agreements

• https://secure.concordnow.com/negotiation/library/#/template/8770 and https://secure.concordnow.com/negotiation/library/#/template/37276
• https://drive.google.com/drive/folders/1DIf-QnMLZUwCr4f4qwDAJ-Q79g786knR?usp=sharing