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ONBOARDING

FOR

CRIMSON LOGIC

AGENDA

1.

Team and Stakeholder introductions

2.

Onboarding plan for Crimson Logic

3.

Next steps and Action items

ONBOARDING PLAN

KICKOFF AND INTRODUCTION

ADMIN ONBOARDING

CONTENT SET-UP REVIEW

ADMIN WORKSHOP

CONTENT MIGRATION AND SET UP

TEMPLATES AND IT SETUP 

RECURRING CALLS

USER ONBOARDINGS

REPORTS WALK THROUGH AND HANDOFF