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

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Matthew Mottola

The State and Future of HR in 2025

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