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:

1.  Initial connection - 30 mins online call 

▢  a. Mutual introduction of RD8. Customer Success Manager and Customer Lead

▢  b. Recap initial goals and objectives

▢  c. Recap the contracted package:

1. RD8. Academy (Courses) 
2. RD8. Platform (Licenses)
3. RD8. Engineering Services (Projects)

    ▢  d. Walk-through the 5 step onboarding program and align on

1. Introduction & hand-over
2. Plan & manage expectations
3. Training Day(s)
4. Hyper care
5. Post-onboarding review

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

▢  f. Involve onboarding participants and project stakeholders to build early momentum such as:

1. Sharing pre-reads
2. Share inspirational videos
3. Give access to the platform.

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

2. Book Step 2: Plan and manage expectations

▢  a. Book time-slot (1 hour)