Onboarding Training - The Smart Hire
The staff onboarding course for The Smart Hire.
Welcome & How This Works
Tools Stack: Clockify, Loom, Drive, Asana, Slack
Time & Hours
The Friday Loom System
Client Onboarding Process
Client Onboarding Deck you will use during the first call
Sample Emails to Send
Setting Up Your Workspace for Success
Learn the Business Before Doing the Work
Working With Multiple Clients
Example of the 1st 30 Days
AI Standards, Quality Checks & The Smart Hire Co-Pilot
Client Communication & Boundaries
Pay, Billing & Overage
Escalation & Asking for Help
Financial Access, Banking, and Purchase Security
Success Expectations Checklist
Training Quiz
Next Steps: You're Ready for Your First Client