Success Planning Call
DETAILS
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Client Item ID
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Client Item ID (Monday)
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AM
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Select Account Manager
Laura Dan
Nyssa Prizeman
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CSM
Client Name
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Client Email
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Location
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Country
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Business Name
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Industry
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Non-TIP
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Non-TIP Client
ONBOARDING DETAILS
Hire Type
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Standard Hire
Special Hire
Recruiter
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Benjie
Kim
Training Type
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Core Training
Bootcamp
Interview Type
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Interviews
No Interviews
ROLE DETAILS
Position
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Part-Time or Full-Time
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Part-Time
Full-Time
Work Hours (PH)
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Main Tasks
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Additional / Adhoc Tasks
VPN
LVA VPN
Client VPN
TBC
N/A
Skills & Experience
(skills, traits, software, experience)
Values and Attitude
Goals
Additional Job Description/Ad Notes
Official Start Time and Date
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Handover Session Time and Date
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Ideal Start Date
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Interview Date & Time
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Ideal Bootcamp Start Date
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Pracs/Bootcamp Notes
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Interview Time and Date
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Target Bootcamp Dates
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Other Info for Interviews
i.e number of applicants, recommended practicals etc.
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Skills Required
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Personality preferences
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Tech Requirements
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Experience/Background Requirements
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Gender Preference
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Any Other Notes?
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Recommended VA
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Additional Support/Training Required
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Programs/Software to be Downloaded Prior to Start
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Phone
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Interview Time (if applicable)
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Any Specific Requirements?
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Recommended CM
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Source
Training
Special Hire
Special Hire for Training
