Onboarding Items

• • • • • • • • • • • • • • • Complete the Onboarding Forms

                              • Form #1: Eligibility/Census File Upload

                              • Form #2: Client Intake Questionnaire

                            • Review the Onboarding & Launch Journey

                              • For Direct Customers

                              • For Broker/Partner Groups

                                
                                
                                

Pre-launch Activities

• • • • • • • • • • • • • • • Get familiar with the LifeGuides Client Admin Portal

                              • Watch the LifeGuides Client Admin Portal Overview video

                            • Follow the LifeGuides Best Practices Checklist

                            • Begin internal communications using the Communications Plan & Messaging Templates

                              • Share the Introduction to LifeGuides video

                            • Have a Guide call!

                              
                              
                              

Launch Items

• • • • • • • • • • • • • • • Continue using the Communications Plan & Messaging Templates

• • • • • • • • • • • • • • • Share the Get Started With LifeGuides video

                              • Host a live Get Started With LifeGuides event (if part of contract agreement)

                                
                                
                                

Additional Items

• • • • • • • • • • • • • • • Promote LifeGuides For Leaders (L4L) Overview to people leaders

                            • Add LifeGuides Slides to new hire orientation deck, digital displays, etc.

                            • Include your custom Get Started With LifeGuides flyer to benefit offerings (request from CS Team)