Welcome to client Onboarding
Note: Scroll down the full page, and complete all the steps.
We cannot start until all onboarding steps are completed.
kindly complete all the steps below
1. Review Our SOPs
Our standard operating procedures (SOPs) are based on best practices we’ve observed across shops nationwide.
These are especially helpful for new clients. SOPs and guides are available in your Slack Canvas once you’re added.
2. Set Up Slack
Slack is our communication platform; all communication, document storage, and support go through Slack. You will need Slack on BOTH mobile devices and desktop. This step is paramount. We cannot start without this.
Here’s what to do:
– Each of your team member as listed in the form above, will receive Slack invites from us. Do not set up a Slack account without the invite email.
– Download Slack on desktop and mobile.
– Send a message in Slack once you’re set up.
Download Slack: Desktop | iOS | Android
Refer to Training Videos here.
2. Scope Sheet
We use a standard scope sheet to help streamline the estimating process. View a sample scope sheet
Download your editable copy
4. Set Up Direct Debit via GoCardless
Invoices are sent fortnightly in advance, and payments are debited automatically on the due date. Complete your GoCardless setup (if applicable)
Note: If your billing is handled through a central account or separate arrangement, you may disregard this step.
5. GoogleMeet Introduction Call
Once all of the onboarding steps have been completed, please book an Introduction Call to get everyone acquainted. If needed, we can also do live training for Slack or help you with any concerns with the app.
Note: Before booking a call, please make sure that all things are in order. Otherwise, please email admin@bodyshoprecruit.com.au for further assistance.