Onboarding

5-phase onboarding pipeline.

OwnerSam Okafor
No PM source
Department Goalsfrom Goals · 0
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Quarterly Rocksfrom Leadership · 1
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  • Consolidate onboarding + PM into ClickUp, refine SOPs
    Owner · Michael
    On track
Phase 1
Get MarTech Access
3
Phase 2
Interview, Research & Analysis
2
Phase 3
Strategic Plan Delivery
2
Phase 4
Early Wins
1
Phase 5
Programmatic Tasks + First MMR
1
Onboarding Pipeline
ClientPhaseDays in stageStatus
Brightline Co.Phase 26On track
Northwind LabsPhase 411Watch
Helix VenturesPhase 12On track
Verge ApparelPhase 519Off track