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ONBOARDING

FOR

VIVO CONSULTING

AGENDA

1.

Team and Stakeholder introductions

2.

Onboarding plan for Vivo consulting

3.

Next steps and Action items

ONBOARDING PLAN

KICKOFF AND INTRODUCTION

(10/06/2026)

ADMIN ONBOARDING

(19/06/2026)

CONTENT SET-UP REVIEW

INTEGRATIONS WALKTHROUGH

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(15/06/2026)

CONTENT MIGRATION AND SET UP

(20/06/2026)

TEMPLATES AND IT SETUP 

(22/06/2026)

RECURRING CALLS

(22/06/2026)

USER ONBOARDINGS

(6/07//2026)

REPORTS WALK THROUGH AND HANDOFF