Another client is Stephanie Chavez, the chief marketing officer atZen Media. Initially, the company had documentation, but it was too scattered, leading to confusion. Because of this, the company didn’t have a centralized knowledge base that employees could refer to when stuck. Specific employees...
A key way to become more efficient, and not annoy your new client, is to create standard processes which eliminates the guesswork everytime you onboard a client. Having a new accounting client checklist does just that. Your accounting firm has many things they repeatedly do for each client, ...
Feel free to explore all sections of this article. Each outlines each task in great detail. Alternatively, you can download a copy of thisfree SEO checklist template. What is an SEO checklist? AnSEO checklistis a systematic list of tasks founded on best practices that aim to enhance website...
That's where an employee onboarding checklist comes in. It helps ensure you cover all the essential bases, providing a consistent experience for every new team member. Let's dive into what exactly an onboarding checklist is, why it's indispensable, and the key steps to include. Free onboar...
The change is a simple addition of a checklist for self-proofreading before submitting a pull request. This includes checks for code clarity, file typing, translation updates, database migrations, sufficient tests, and documentation. The change also includes a section for explaining the changes made...
Sample Client Onboarding Checklist To make sure you don’t skip anything important in the onboarding stage, it’s essential to create a client onboarding checklist or template you can use to onboard new clients. An onboarding template will help you save time and resources, improve client sati...
Windows 365 web client camera support (preview) Users can now give their Cloud PC access to their local device's camera. Week of July 3, 2023 (Service release 2306) Device management Windows 365 Frontline is now generally available Windows 365 Frontline has moved out of preview and into gener...
The new hire checklist found in this section comes prepopulated with a set of generic onboarding activities. Customize list content to meet your needs. Learn more about working with SharePoint lists. Who we are –Introduce users to more detail about the organization in the Our story, Our ...
A checklist to help you review your approach to marketing your agency How will this template help me and my business? How do we find new business prospects to add to our retained work is a question every agency owner or marketing manager will ask constantly. You will likely already have a...
Validate permissions on host connection in Azure. Previously, in Azure environments, you could validate only the host connection credentials (client id or application id) used to create a connection to Azure. With this feature, you can: