{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/039e4419dedf49338b1837a9374d6942\" frameborder=\"0\" width=\"1910\" height=\"1432\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1432,"width":1910,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1432,"thumbnail_width":1910,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/039e4419dedf49338b1837a9374d6942-04d2317485c0f841.gif","duration":905.218,"title":"Onboarding New LeanScale Customers","description":"In this video, I walk you through the process of onboarding a new customer at Leanscale, highlighting the importance of a strong handoff from sales to architecture. I cover how we prepare for the kickoff call by gathering essential information from sales calls, diagnostics, and the signed agreement, ensuring that you have a comprehensive handoff document. I also detail the steps to set up the project in Teamwork, including creating a pre-onboarding checklist with 13 tasks to complete before the kickoff. One key action item is to send a welcome email to the client within 24 hours of signing the agreement, proposing times for the kickoff call and ensuring access to their key systems. Stay tuned for our next training where we'll dive into the kickoff deck and call specifics."}