CLIENT ONBOARDING
CLIENT ONBOARDING
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OPERATIONS
Yay, you landed a new client. Look at you!
No matter the terms of the agreement, we have some default project management tools to set up to help the project to be a success.
Set up Harvest
Set up Slack for our team to chat and Slack Connect if the client uses Slack
Set up a BugHerd project
Make a WIP document (based on this template)
Make a blocking chart
<TODO> Write this for client onboarding
GitHub or whatever their code repo is (if there is one)
Pantheon
SSH keys
<TODO> write for client onboarding
Figma
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The new designer will also be provided with the appropriate hardware.
Here is a link to the onboarding page specifically for new designers.
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