Topic: Onboarding

Found 4 entries.

• The Client Who ‘Couldn’t Open the Link’: What Really Went Wrong

  You built the perfect room. You sent the invite. The client clicks it and gets an error. You just lost their attention for the rest of the week.

• New Stakeholder, Same Deadline: The 10-Minute Access Routine

  A new CFO joins the project 48 hours before the deadline. Do not panic. Do not dump files on them. Run the 10-Minute Access Routine.

• Case: New Hire, Day 3, Still Asking Where Files Live

  Onboarding is not about swag bags. It is about access. Why your new hires are failing and how to fix it with a 'Starter Path'.

• One Link That Works: The Client Portal Invitation Script I Actually Use

  You built the perfect room, but the client won't log in. Why? Because your invite email looks like spam. Here is the script that fixes it.