CLIENT ONBOARDING
CLIENT ONBOARDING
Embedded Files
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
Create appropriate Figma files:
Internal Design File
- For internal use only, this file will be where most of the design exploration happens.Client Review File
- This will be the file that the client can access. It will house all cleaned-up designs that will be used during presentations and client meetings. This file can also be a place to receive feedback via Figma comments.UI Kit File
- This file will be the source of truth for developers. All approved designs/UI kit materials will live here.
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