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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
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
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
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
Sales
Sales Demo - Recording
Launch Call - Recording
Admin Training - Recording
Team Training - Recording
Optimization Call - Recording
QBR - Recording
Social
Social Events Signup!
Order of Operations
Review Help Desk Articles
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