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Onboarding for
MSI & Westwood

AGENDA

1.

Team and Stakeholder introductions

2.

Onboarding plan for MSI and Westwood

3.

Next steps and Action items

ONBOARDING PLAN

KICKOFF AND INTRODUCTION

(07/07/2026)

ADMIN ONBOARDING

(15/07/2026)

CONTENT SET-UP REVIEW

ADMIN WORKSHOP

(13/07/2026)

CONTENT MIGRATION AND SET UP

(20/07/2026)

TEMPLATES AND IT SETUP 

(5/08/2026)

RECURRING CALLS

(29/07/2026)

USER ONBOARDINGS

(12/08/2026)

REPORTS WALK THROUGH AND HANDOFF