Onboarding

Hi folks, this is a page I created for you to review before I help today. Not everything will apply to you and the work you need done. As well, if you’re a past client we will skip through a lot of this as I have already done your onboarding the first time I helped you.

I have this complete list as it’s important I know as much as I can before I start work, this will help with complications we may come across. or I can figure out something simpler for you, we will figure it out together. This onboarding can take approx 10 min for me to review and I will ask questions.

• Create a notepad for you to keep on your computer “Lisa notes” which will have all the details from below and an outline of your homework and what we will accomplish in our next appointment
• Reviewing your system
• Do you have all of your passwords available?
• Outlook/all email accounts in the profile and size of mailbox and OST files
• Outlook/all PST files in the profile and location in computer/POP setup/PST size
  • If you have Outlook setup as a PST, we will have a short discussion about the future of Outlook and how it does not support PST and one day you will need to move that data to another email server.
• Exchange accounts/how much email is download
• Office licenses
• Are your accounts with Microsoft already set up with security?
• Do you have a break glass account
• Email hosting for all email accounts
• Review calendar and contacts in Outlook
• Review tasks/notes and ask about any other custom configurations
• Windows login
• Microsoft personal accounts
• Microsoft OneDrive accounts personal vs business
• Windows Updates/Office updates
• Antivirus/VPN
• iCloud/Gmail
• iPhone/iPad/Android accounts setup/are they synchronizing?
• What else do you want me to help with? Example: setting up Teams or other technology, OneDrive? 

What to expect at the end of the onboarding

• We will create a game plan of sorts, an outline of the work you want done with notes.
• If the request you have is simple, I will continue to help during your appt. If not, we will schedule another time that gives me and you time to complete more work. This will most likely be a 2+ hour appt.
• I will offer a soft quote for the time needed to complete your request and other appointments you may need. Some clients don’t know that they need more work done than they thought, and I’ll explain during this time, so you are not sticker shocked.
• If you want to move forward, I will schedule manually your next appointment to get started on the request and collect your credit card for the time quoted
• Some requests require help from a vendor or Microsoft due to technical issues or administrative rights. During the onboarding I will let you know if your request requires help before we move ahead.

When work is completed

• We will review your list, and make sure everything is working as designed
• Talk about backup solutions
• Security/How to use your break glass account with Microsoft
• How to get support from Microsoft or vendor
• Support ticket
• Quarterly appt
• Other work you might want done in the future/Move to Microsoft Exchange/Group training/workshops

Tips:

• During the onboarding appt, you don’t need to unplug your other monitors but during any work I do, I ask you unplug them as I work very fast and 2+ monitors slows me down and adds more time to your bill.
• As well, very large monitors cause me to slow down, I recommend you change the resolution so I can work better during our appt.
• Often times clients have Outlook issues and OneDrive issues they want resolved, these are done in two separate appointments typically. If I can do both in one appointment, I will try. Most of the time OneDrive requests are a full appointment on its own.
• During technical repair or reconfiguration requests, clients sometimes ask how to do things or want to know questions outside of the work I’m doing. I’m happy to answer those after the initial request is completed. I may ask you to write it down so you don’t forget, and we can cover it at the end of the appointment.

Category: Outlook Support