Onboarding Process Checklist
- Inform the Financial Specialist or an authorized VA that we hired a new Specialist/VA so they can send Non-Disclosure and Independent Contractor Agreements.
- Provide Job Title of the New Hire.
- Provide Rate of Pay of New Hire
- Team lead extends a welcome.
- Create a Google Suite BlitzMetrics Account. Manually add a new hire’s account to our Team Drive to ensure.
- Create a Basecamp Account. Give initial access to selected projects only. Manually add new people to projects, instead of giving them all projects and having to subtract.
- Create a TimeCamp Account.
- Grant them Manager Access to YouTube.
- Create a Facebook Business Manager Account as an Employee.
- Email the Onboarding Asset Links to the new hire.
- Request them to log in to our Academy and grant them access to ALL courses.
- Add to various Infusionsoft campaigns.
- Daily Status Update.
- Weekly Team Lead Report.
- Quarterly Goals Setting.
- 1099 contractor only: Invoice Reminder
Optional:
- Create an Infusionsoft Account (ONLY when someone instructs and they have passed the Infusionsoft Basics Course in the BlitzMetrics Academy.
- Give them login details to Brand24.
- Give them login details to Quuu!
- Give them a Boomerang! Pro Account.
- Give them an Adobe Account (Premiere Pro, Photoshop, Illustrator).
- BlitzNation FB Group (Requires Level 2+ for VAs).
- BlitzMetrics Academy Members FB Group.
- BlitzMetrics VIP Members FB Group.
Note: Don’t use “Junior” in Job Titles because it doesn’t look good when interacting with customers.
