<aside> <img src="/icons/sailboat_purple.svg" alt="/icons/sailboat_purple.svg" width="40px" /> P E R S O N A L I Z E D O N B O A R D I N G P L A N


EA Onboarding Checklist

Client Onboarding Checklist

Onboarding Files

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<aside> P E R S O N A L I N F O R M A T I O N


Personal Data

Accounts

Important Dates

Personal Contacts

Personal Objectives

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<aside> B U S I N E S S I N F O R M A T I O N


Core Values, Mission, and Vision

Company Information and Products

Team & Stakeholders

Business Objectives

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<aside> C L I E N T P R E F E R E N C E S


General Information and Preferences

Inbox Management

Calendar Management

Travel Management

Social Media Guidelines

Invoice Management Preferences

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<aside> C L I E N T ’ S W O R K S P A C E


Meeting Notes

Reflections

Book List

Feedback Page

Energy Audit

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<aside> E A ’ S W O R K S P A C E


R E S O U R C E S

EA Role Scorecard

Onboarding 30-60-90 Goals

Subscription List

Important Links

Archive

W E E K L Y

EA Hours Reports

1:1 Meetings

D A I L Y

Reports

EA Task Board

EA Client Support Checklist

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