CT
Gather
Intakes
Onboarding
Templates
Tim Pearson
Start an intake
← Riverbend Health Partners, LLC
Priya Nair
Junior Architect · starts Mon, Jul 27
4 of 16 done · 25%
Customer's tracker link
https://gather.creativetechs.com/t/demo-priya
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Checklist
Before you power on
Power on the Mac & connect to Wi-Fi
Needs customer
To do
In progress
Done
Confirm a good time for the welcome call
Needs customer
To do
In progress
Done
Accounts & access
Microsoft 365 account + groups
To do
In progress
Done
Google account
To do
In progress
Done
Server account & permissions
To do
In progress
Done
1Password invite
To do
In progress
Done
Slack, Adobe, Harvest, Miro invites
To do
In progress
Done
VPN access & enrollment profile
To do
In progress
Done
Computer setup
Enroll in management & security
To do
In progress
Done
Install system updates
To do
In progress
Done
Install core apps (browsers, Zoom, 1Password)
To do
In progress
Done
Install design suite (Adobe, ArchiCAD, SketchUp)
To do
In progress
Done
Backup (Backblaze) configured
To do
In progress
Done
Welcome calls
Send welcome email
To do
In progress
Done
Call 1 — sign in, passwords, tools
To do
In progress
Done
Call 2 — server, VPN, wrap-up
To do
In progress
Done