Client Onboarding Instructions

Modified on Wed, 12 Nov at 3:35 PM

Our Client Onboarding Instructions guide you through the essential first steps of working with our development team.


This documentation outlines everything you need to know to prepare for your onboarding meeting, set up required tools, and ensure a smooth start to your project.


Inside, you’ll find step-by-step directions for accessing your onboarding meeting, required apps and platforms (such as Webex and Gravatar), device setup tips, and best practices to help you stay organized and on track.


Following these instructions ensures your project begins efficiently and that all technical components are properly configured for a successful launch.


NOTE: This document is password protected. At the start of your onboarding meeting, permission will be extended for access.


View Doc


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