| Item | Owner | ||||
|---|---|---|---|---|---|
| Send Gusto invitation | VA | login.gusto.com | |||
| Send Independent Contractor Agreement | VA | Google Doc | |||
| Grant access to all tools | VA | Slack channels, Asana, Klaviyo, Figma, HIRO, Google Drive, Fireflies, Claude | — | ||
| Pin resources in INT-[ClientName] Slack | VA | Audit deck, onboarding doc, Asana link, Figma links, scope, kickoff deck | — | ||
| Send welcome deck before start date | VA | Send before start date | Canva | ||
| Add new hire to NS Master Claude Project | Manager | Claude Project |
| Item | Asset Type | Owner | Status | ||
|---|---|---|---|---|---|
| Welcome Deck | Deck | Feras | Canva | ||
| New Hire Setup & Onboarding Checklist | Checklist | Feras | Google Sheet | ||
| New Client SOP | Document | Prem | Google Doc |
| Item | Owner | Status | ||
|---|---|---|---|---|
| Confirm access to all tools live | Manager | Verify together, don't assume | ||
| Walk through welcome deck live | Manager | Led by Manager. Not self-serve. | ||
| Introduce new hire to their pod | Manager | CRM Strategist, Designer, Implementor | ||
| Walk through Claude setup and connectors | Manager | Connect Slack, Gmail, Figma, Fireflies, Drive | ||
| New hire reads audit deck and onboarding doc | New Hire | Pinned in INT-[ClientName] Slack | ||
| Create new client kickoff deck (if needed) | New Hire | Only needed if the client is not already active |
| Item | Asset Type | Owner | Status | ||
|---|---|---|---|---|---|
| Claude Setup Guide | Document | Daniel | Google Doc | ||
| NS Master Claude Project | Claude Project | Daniel | Claude | ||
| Client Audit Deck (assigned client) | Deck | On file | Pinned in INT-[ClientName] Slack | ||
| Client Onboarding Doc Template | Document | Feras | Google Doc | ||
| New Client Kickoff Deck | Deck | Feras | Slides · Only if client not already active |
| Item | Owner | Status | ||
|---|---|---|---|---|
| Walk through Asana structure | Manager | Tasks, status, calendar, what done looks like. Record in Fireflies. | ||
| Walk through brief template | Manager | Campaign, SMS, flow versions in Asana task description | ||
| Walk through design handoff process | Manager | Copy approval first. Two week lead time target. | ||
| Walk through Figma board structure | Manager | Campaigns grid vs flows, weekly layout, status system | ||
| Walk through Klaviyo account | Manager | Full tour of assigned client account | ||
| Walk through client communication templates | Manager | Monday priorities update and post-call recap | ||
| Walk through first 10 things to do in account | Manager | Quick wins, double checks, immediate action plan | ||
| Walk through segmentation guide | Manager | Set up main segmentations for incrementality framework | ||
| Walk through AB testing ledger | Manager | How to log tests, changes, and winners | ||
| Walk through master testing ideas | Manager | Go-to test ideas to help initiate brainstorm ideas for flows and campaigns | ||
| Walk through internal Slack expectations | Manager | Engagement, idea sharing, strategy wins, overall contributing to team culture building |
| Item | Asset Type | Owner | Status | ||
|---|---|---|---|---|---|
| Asana Board and Brief Template | Asana Board | Daniel | Asana | ||
| Figma Campaigns and Flows Files | Figma File | Daniel | Generic blank template still needed | ||
| Client Communication Templates | Document | Daniel | Google Doc | ||
| AB Testing Ledger Template | Spreadsheet | Daniel | Google Sheet | ||
| HIRO Walkthrough Recording | Recording | Daniel | Drive · Do we need an updated one? | ||
| First 10 Things To Do In Account | Document | Eric | Google Doc · Word Doc | ||
| Segmentation Guide | Recording | Eric | Deck & Recording | ||
| Master Testing Ideas | Document | Eric |
| Item | Owner | Status | ||
|---|---|---|---|---|
| Shadow a live client call | Manager | With assigned pod | ||
| Audit client account | New Hire | For all assigned clients, complete a full audit | ||
| Submit first brief | New Hire | Practice run even if not live | ||
| Complete HIRO walkthrough recording | New Hire | Watch Daniel's recording, then ask questions | ||
| Walk through how to complete weekly deck | New Hire | Watch Daniel's recording, then ask questions | ||
| First 1:1 with Manager | Manager | By end of week one | ||
| Start 5-Minute Friday form | New Hire | Auto-sent by Claude weekly. Starts week two. | ||
| Flow mapping with Hiro to Figma | Implementor | For before and after flow update visualization | ||
| Walk through client calendar layout | New Hire |
| Item | Asset Type | Owner | Status | ||
|---|---|---|---|---|---|
| Retention Marketing Workflow | Document | Tragas | Google Doc | ||
| Segmentation Playbook | Document | Eric | — | ||
| Subscription Playbook | Document | Eric | — | ||
| How We Operate Doc | Document | Eric | — | ||
| Weekly Call Deck Template | Deck | Feras | Slides | ||
| 5-Minute Friday Form | Form | Daniel | — | ||
| Content Calendar Layout | Spreadsheet | Eric | Google Sheet · Adjusted based on client need |
| Item | Owner | Status | ||
|---|---|---|---|---|
| Lead first client call independently | New Hire | Manager available for backup | ||
| Build first campaign end to end | New Hire | Brief, design handoff, Klaviyo setup | ||
| Two-week check-in with Manager | Manager | How is onboarding going? Any gaps? |
| Item | Asset Type | Owner | Status | ||
|---|---|---|---|---|---|
| Quarterly Review Slides Template | Deck | Feras | Client versions exist, master blank needed | ||
| Retention Playbook | Document | — | Google Doc |
| Item | Owner | Status | ||
|---|---|---|---|---|
| Last CRM weekly attended | Eric | Once a week is the expectation | ||
| Last 1:1 with your manager | Eric | Should not be more than 2 weeks ago | ||
| Last Claude project | Eric | Big or small, as long as we're using and exploring | ||
| Last strategic initiative proposed to client | Eric | Should not be more than one month ago | ||
| Last tech vendor proposed to client | Eric | Should be at least 2 a quarter | ||
| Case study on client win | Eric | Should have one every 6 months |