Introduction to onboarding your client

Video Length: 1 Minute Becoming a partner and onboarding a client can be a challenging process but it isn’t impossible! We want to make sure that you have the resources you need to be successful–and ensure your client is too. That’s why this series will cover the essential steps and documents available. As Vickiana mentioned,…

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The Kick-off call

As mentioned, onboarding can be a crucial time for you to build relationships with your client. The initial kick-off call is a great way to prove you’re the consultant they need. The kick-off call will consist of the following topics: Talent optimization overview Implementation plan and timeline Workshops Tools and resources Next steps To be…

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Client implementation

Creating a detailed implementation plan is key to the success of long term relationships with a client. The goal of the Implementation & Roll Out phase is to ensure that the stakeholders are enabled to implement PI across the job functions and departments covered under their client agreement. This lesson will cover the major steps…

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Implementation resources

There is a vast amount of resources available at your client’s fingertips to help them get started. However, two of the main ones we recommend will benefit those who might not know anything about PI or those who know the tools but need help getting started: Who is PI? The video to the right is…

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