Success Planning Call

Clients - Setup Call

This should be like the set up and handover calls

"*" indicates required fields

DETAILS

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Client Item ID*

Client Item ID (Monday)*

AM*

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CSM

Client Name*

Client Email*

Location*

Country*

Timezone*

Business Name*

Industry*

ONBOARDING DETAILS

Hire Type*

Recruiter*

Training Type*

Interview Type*

ROLE DETAILS

Position*

Part-Time or Full-Time*

Work Hours (PH)*

Main Tasks*

Additional / Adhoc Tasks

Skills & Experience

(skills, traits, software, experience)

Values and Attitude

Software & Platforms

Additional Notes

VPN

Handover Session Time and Date*

Official Start Time and Date*

Interview Date & Time*

Ideal Start Date*

Pracs/Bootcamp Notes*

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Interview Time and Date*

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Target Bootcamp Dates*

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Other Info for Interviews

i.e number of applicants, recommended practicals etc.

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Skills Required

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Personality preferences

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Tech Requirements

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Experience/Background Requirements

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Gender Preference

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Any Other Notes?

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Recommended VA

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Additional Support/Training Required

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Programs/Software to be Downloaded Prior to Start

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Phone

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Interview Time (if applicable)

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Any Specific Requirements?

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Recommended CM

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Source

842 Brunswick Street, New Farm 4005, Brisbane, Australia

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