When I have an on boarding meeting coming up, here’s the process I go through<\/p>\n\n\n\n
Download a copy of all DNS records, both secure and unsecure<\/p>\n\n\n\n
Create a duplicate SOP dock with their name in my Google Docs, so that when I arrive, I can open that and immediately begin typing<\/p>\n\n\n\n
Update the bottom of the SOP dock with information that we specifically know we need from them like web host\/register\/email system<\/p>\n\n\n\n
Open Atera and go to the install agent menu and grab the specific link for that customers download MSI<\/p>\n\n\n\n
Open the customer welcome letter, pasted the link in the area marked as targeted Installer link<\/p>\n\n\n\n
Modify the support welcome email with anything specific to them, then schedule the email to be delivered right in the middle of the meeting. You’re about to do so that it happens automatically while we’re talking.<\/p>\n\n\n\n
If they have outbound IT, modify the exit IT letter and schedule that to go to them as well during the meeting.<\/p>\n\n\n\n
This means that customers who have an outbound IT company or department will get the following emails<\/p>\n\n\n\n
Customer support welcome letter<\/p>\n\n\n\n
Exiting IT letter<\/p>\n\n\n\n
SOP’s<\/p>\n\n\n\n
Go to the appointment and do Q&A for all the SOP documents questions<\/p>\n\n\n\n
Fill it in while I’m there in a way that is Customer presentable<\/p>\n\n\n\n
Some items in the SOP document are specifically informative where I need to make sure they are informed of things like unwillingness to schedule my email, so it is during the on boarding meeting when I write into that document that they were informed of that piece below the area that says informed them of this piece. <\/p>\n\n\n\n
When I get back to the office, turn it into a PDF and email it to them with the note that it is easily changed at any time by just contacting us<\/p>\n\n\n\n
Make sure to cc IT@Ultrex.com so that they can see the SOP’s are being changed as well<\/p>\n\n\n\n
If there’s a complex enough list of items being taken care of for the customer in the initial six month window, I make a Microsoft planner page and put items in order so that we can visually show them what to expect for items being worked on.<\/p>\n","protected":false},"excerpt":{"rendered":"
When I have an on boarding meeting coming up, here’s the process I go through Download a copy of all DNS records, both secure and unsecure Create a duplicate SOP dock with their name in my Google Docs, so that when I arrive, I can open that and immediately begin typing Update the bottom of […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[97,98],"tags":[],"class_list":["post-1752","post","type-post","status-publish","format-standard","hentry","category-it-processes","category-it-knowledge-base-articles","post-preview"],"_links":{"self":[{"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=\/wp\/v2\/posts\/1752","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1752"}],"version-history":[{"count":1,"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=\/wp\/v2\/posts\/1752\/revisions"}],"predecessor-version":[{"id":1753,"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=\/wp\/v2\/posts\/1752\/revisions\/1753"}],"wp:attachment":[{"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1752"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1752"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ultrexstaff.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1752"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}