What you ask
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operations
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@devboxes We just signed Acme for a three-month SEO project. Prepare the onboarding.
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Everything for Acme is attached: the welcome email, eight questions about their goals and past SEO work, the access you need to their analytics and website, and a 45-minute kickoff agenda.
acme-onboarding.md Markdown (raw)
What devboxes does
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Read what was sold
- devboxes notes the deliverables, the start date and the contacts.
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Write the intake questions
- Each intake question asks only for something the client hasn't told you yet.
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List the access you need
- Each piece of access you need comes with its permission level.
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Plan the kickoff
- The agenda gives each topic a time and lists the decisions to make.
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Set the first milestones
- Each milestone has a date and says what the client will see.
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Write the welcome email
- The welcome email stays under 250 words and uses the names and dates from your request.
- You get onboarding.md, published.
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Agencies and consultancies and firms