Onboarding
- Initial Onboarding
- Monday.com Video Training
- New Client Onboarding Checklist
- Onboarding Video Walk Thru
- Week 2: Billing Training
- Week 3: Reporting Training
- Week 4: Data Training
- Week 5: Database Configuration
- Week 6: Period End and Trading
- Week 7: Mock Billing and Reporting
- Week 8: Add-ons (Eclipse, ASTRO, ByAll)