Team Onboarding Workshop
A half-day facilitated session where sales, account management, and delivery leads agree on shared intake standards and kickoff responsibilities.
Who this is for
Agencies where different departments describe onboarding differently — or where a recent restructure left handoff roles unclear. Best suited for teams of eight to twenty-five people who can attend together.
What happens in the session
We facilitate structured conversations around four blocks: what clients should experience in week one, what information must pass from sales to account leads, which templates need to exist, and who signs off at each stage. Participants leave with agreed responsibilities, not just slide decks.
Deliverables
- Session agenda and pre-work questionnaire sent one week before
- Facilitated workshop with whiteboard capture
- Summary document listing decisions, owners, and deadlines
- Optional follow-up check-in call within fourteen days
Pricing note
Travel within Chiayi County is included. For sessions in Taipei, Taichung, or Kaohsiung, travel expenses are quoted separately.