Ready to kickoff a project?

Go beyond reactively serving clients so you can scale to 5 clients at a time with this onboarding doc. 

STEP 1: DOWNLOAD THE TEMPLATE

STEP 2: FILE > MAKE A COPY

STEP 3: CUSTOMIZE IT FOR YOUR UNIQUE REQUIREMENTS

STEP 4: WHEN YOU HAVE A CLIENT, CREATE A UNIQUE CLIENT FOLDER, THEN UPLOAD IT THERE

Join your fellow leaders

Blog
Matthew Mottola

HC Executive Dinner, Nashville

Join Tony Buffum, former public company CHRO and Upwork VP, and Andrew Honeybone, Chief People Officer at Unlock Health, for an intimate, closed-door dinner with senior HR and Talent leaders to explore workforce innovation at the intersection of talent, technology, and business strategy. In an increasingly unpredictable market, this peer-level discussion will focus on how organizations are rethinking Talent Access, navigating risk, and building more agile workforce models to drive sustainable growth.

Read More »

Talk to An Expert