Onboarding
Week 1 — calibration, not training.
Five mornings, five afternoons. Each one delivers something concrete you can point at by Friday.
Five days, ten halves
Monday
Kickoff with full team.
Pipeline pull from current CRM.
Real pipeline in the system.
Tuesday
Voice calibration — Director.
Voice calibration — Manager.
Two voices captured; first drafts.
Wednesday
Service health — first brand customer.
Carrier data hookup.
Customer Success live for one brand.
Thursday
Operations baseline.
Top-10 client profitability sketch.
Ops cockpit reflecting real numbers.
Friday
Cadence call.
Week 2 plan + commit.
First weekly review minuted.
What you bring
- CRM read access.
- Top-10 client list with revenue + GP.
- Two named voices (Director + Manager).
- One nominated brand customer for the Stickiness layer.
What we bring
- Working portal seeded with your actual book.
- Two voices calibrated and first drafts ready.
- Service-health dashboard for the nominated customer.
- Operations cockpit with real metric lines.
- First cadence call minuted by Friday 5pm.