Our onboarding process is designed with one mission: Speed-to-Productivity. Our goal is to onboard and launch workstreams within the first week of our partnership. Here’s how we ensure a seamless and efficient start:
Please take 30 minutes to complete this at your earliest convenience. Your insights will not only deepen our understanding but also accelerate a seamless knowledge transfer, setting the stage for impactful collaboration.
1. Help us understand your brand, goals, and expectations.
2. Accelerate knowledge transfer for a smooth workflow.
3. Set the stage for impactful collaboration from day one.
Here is the agenda for our live Onboarding Call.
1. Meet Your Team – Introduction to our Service Delivery team.
2. Your Key Players – Introduction to your Partnership Manager & stakeholders.
3. Align for Success – Define roles and responsibilities for seamless execution.
1. Why Get Levrg? – Share your goals and vision for this partnership.
2. Strategic Roadmap – Outline 30-60-90-day objectives.
3. Success vs. Failure – Define what a thriving partnership looks like.
4. Service Level Agreement (SLA) – Review specific to your Package.
1. Mobile Phone Exchange – Collect your mobile number for any needed quick connections.
2. Weekly Live Calls – Set a consistent schedule to maintain alignment and momentum.
3. Rapid Response Channel – Choose the best platform (WhatsApp, Slack, Teams) for urgent communication.
4. Email Integration – Determine whether to use our email system or integrate with yours.
5. Daily & Weekly Updates – Define the structure for regular check-ins to ensure clarity, accountability, and smooth progress tracking
6. Partner Pulse – Scheduling monthly or quarterly business reviews for next 12 months.
1. Project Management – Choose between Trello, Notion, or integration with your existing system.
2. Platform Compatibility – Identify any additional tools or systems that need integration for smooth operations.
3. Technical & Third-Party Limitations – To ensure a smooth collaboration and minimize misunderstandings, please review the following conditions related to technical limitations and project scope:
While we strive to deliver a seamless experience, some aspects of the project rely on external systems beyond our control. These may include:
As with most custom web development projects, the scope may evolve as we dive deeper and better understand the content or feature complexity. Any additions will be clearly documented and discussed to align on updated timelines and deliverables.
1. Onboarding Documents – Align key resources for efficient knowledge sharing.
2. SOP Review – Assess existing workflows and adjust as needed.
3. Live Task Training – Begin knowledge transfer through live or scheduled sessions.
4. (Optional) Hands-On Practice – Implement a “Sandbox” phase for trial, feedback, and approval before live execution.
Here are the form links:
“I also want to assure you that having GetLevrg work with us is a game changer in terms or our online presence, our website presence, and – I can’t emphasize this enough – my sanity. Nuzhat, Shadab and Liam are amazing. They are organized, proactive, always checking to see what they can do to better help us, and continually give us suggestions on how to leverage them in ways we wouldn’t know to ask for.
Shadab in fact managed to talk our CRO, who is literally – and ironically – allergic to technology, through downloading two apps and signing onto multiple screens so that you all could assist us in using LinkedIn to set meetings for an upcoming show – an effort on Shadab’s part that roughly equates to calmly leading a panicked horse out of a burning barn.
I do not know who in leadership reviews your CSAT feedback, but I would like to assure you, and them, that had I actually given it, the feedback would be “Outstanding” with “Lifesaver” written in the comments section.”
