Plug-and-play team onboarding system that will save you HOURS and ensures your new team member is set up for success, without draining your time (in 3 formats: ClickUp template, CSV import for your preferred project management system and Google Doc checklist).

Team Onboarding Standard Operating Procedure (SOP) 

Company Handbook: your new team member’s bible on the essential information about your company, ways of working, expectations and key processes. 

Password Management Standard Operating Procedure (SOP): essential in protecting your (and your client's data) 

Time Tracking Standard Operating Procedure (SOP): to provide you with valuable data on your ROI for tasks and protect your profit margins 

A Team Management System that will save you HOURS - your bible to stay on top of the admin that comes with managing a team (in 3 formats: ClickUp template, CSV import for your preferred project management system and Google Doc checklist). Includes:

Role scorecards: to support high performance from your team members and provide them valuable feedback in a structured and easy-to-follow manner 

Team Feedback Form: to see how your team rate the working environment, check they are happy and what opportunities they can spot

Difficult conversation scripts: which come with the territory of managing a team!

Plug-and-play team offboarding system that will save you HOURS and protect your business data (in 3 formats: ClickUp template, CSV import for your preferred project management system and Google Doc checklist) 

Team Offboarding Standard Operating Procedure (SOP) 

Team Offboarding Feedback Form: an incredible opportunity to get obtain feedback about what’s going well and where the opportunities for improvement are 

Offboarding Email Templates: to ensure clear communication and contract compliance