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ONBOARDING PLAN FOR

CPaT Global LLC

AGENDA

1.

Team and Stakeholder introductions

2.

Onboarding plan for CPaT Global

3.

Next steps and Action items

ONBOARDING PLAN

KICKOFF & INTRODUCTION

(8/09/2025)

ADMIN WORKSHOP & ONBOARDING

(10/08/2025)

CONTENT SET-UP REVIEW

CONTENT MIGRATION & SETUP

(15/08/2025)

TEMPLATES & IT SETUP

(19/08/2025)

(16/08/2025)

RECURRING CALLS

(26/08/2025)

USER ONBOARDING

REPORTS WALKTHROUGH

(30/08/2025)