Step 1: Introduction & hand-over

Purpose: Establish initial contact, build trust, mutual understanding of the case, skills and organizational needs. Common view of the essential 5 steps in the Onboarding program.

Activity: A 30-minute call 

Who: Customer Lead + RD8. Customer Success Manager

When: After signing the contract - ideally within 24 hours.

Topics to be covered:

▢  a. Mutual introduction of RD8. Customer Success Manager

▢  b. Recap initial goals and objectives

▢  c. Recap the contracted package:

1. RD8. Academy (Training) 

2. RD8. Platform (Licenses)

▢  d. Walk-through the 5 step of Onboarding

1. Introduction & hand-over

2. Plan & manage expectations

3. Training Day(s)

4. Hyper care

5. Post-onboarding review

▢  e. Collect On-boarding participants and possible cases - use the RD8 Onboarding template -v1 attached below

▢  f. Involve onboarding participants by:

1. Sharing pre-reads

2. Share inspirational videos

3. Give access to the platform.

▢  g. Align on NDA agreements - (if relevant)

▢  h. Book Step 2 "Plan and manage expectations" (1 hour time-slot)