“SC-WDD - Offboarding Launch Call”
Offboarding Procedure for the Ultimate Digital Foundation Project
1. Pre-Launch Preparation
- Task List:
- Ensure all project components (website, CRM, universal inbox, etc.) are fully functional and tested.
- Prepare the Website Owners Manual to be delivered to the client, ensuring it’s not missing any information.
- [ ] Fill out Template Form T012 - WOM / This may be made available in other languages upon request (French, Dutch, Spanish, Portuguese, & German)
- Wait to receive a completed Website Walkthrough Loom completed by the development team.
- Prepare a comprehensive project completion report detailing all deliverables and any pending items. This is triggered via filling out the Offboarding Form in ClickUp/La Chart.
- [ ] Website Walkthrough Loom
- [ ] Brand Kit Links
- [ ] Asset Folder
- [ ] Shareable
- [ ] Website Owners Manual “WOM” PDF Link
- [ ] Website URL Link
2. [OFF-BOARD FORM TRIGGERED] Launch Call Preparation
- Task List:
- Schedule the launch call via a video conference app, ensuring all stakeholders can attend. [AUTOMATED]
- Prepare an agenda that includes project highlights, training sessions, and the introduction of the next project phase. [PRE-MADE]
- Organize a rehearsal to ensure a smooth flow during the actual call.
3. Launch Call Execution
- Task List:
- Record the launch call for marketing purposes and internal feedback. [AUTOMATED]
- Play the Website Video Walkthrough Loom/Video for the client
- Present the project completion report and demonstrate the delivered solutions.
- Ensure the signing of both the policy and hosting waivers during the call.
- Introduce potential upsell opportunities for continued services.
- Transition to Aftercare - This outlines the aftercare services that will be provided post-offboarding.
- [ ] Kicking off a Compliance Meeting With Termageddon
- Email the client and cc donata@, hans@ and [email protected] with an introduction such as “Great to hear you want to get set up with Termageddon! CC’d are the privacy experts at Termageddon, Donata, Hans and Ricky. One of them will reach out and help you get your policies generated!”.
- They will then personally reach out and take our client through the entire setup process. Find out more at [https://termageddon.com/selling/recurring-revenues/#affiliate].
- [ ] Scheduling A La Chart Tech & Training
- [ ] [Subscription] Waived 1st Month Mentorship Enrollment + 150-200 FREE Cold Calls
- Let the client know that the final project to complete their Ultimate Digital Foundation Package will begin after they finish all their meetings with Tech, Training, & Compliance. Afterward, we can continue once they are ready via signing up with Jobber on our specific URL link - this way ensures their team can notify our team once they onboard them.
- LET THE CLIENT KNOW THAT YOU WILL BE SENDING OVER A PROJECT SIGN-OFF FORM
4. Post-Launch Activities
- Task List:
- Send a project completion delivery Sign-Off document to the client for them to approve. [AUTOMATED]
- Send a follow-up email thanking the client for their participation, outlining next steps, and confirming the signed waivers. [AUTOMATED]
- Deliver the website manual to the client, providing guidance on how to handle common issues and perform basic updates.
- Complete a comprehensive project completion report detailing all deliverables and any pending items. This is triggered by adding one more piece of information to a form:
- [Optional] Schedule a feedback session with the client to gather insights and testimonials. This is already automatically asked via email.
- Use the Drive’s PDF Mergy to merge all PDF documents found within the Client’s HQ>Documents folder - VIDEO TUTORIAL
5. [INTERNAL] Documentation and Knowledge Sharing
- Task List:
- Compile a project dossier with all relevant information, including the launch call recording, client feedback, signed waivers, and project deliverables.
- Share the dossier with the team and relevant stakeholders for learning and improvement.
Client Homework:
Jobber (20% off for 6mos - 1 yr) -
https://go.getjobber.com/Emmy-Drafts
Waiver Links -
Hosting Waiver - [https://cloud.emmydrafts.us/hosting-waiver/]