Essentials Onboarding Week
Following the kickoff call, one of our key next steps will be identifying a week when your team can dedicate the time and resources needed to complete all outstanding inputs.
This is a focused, five-day onboarding sprint designed to help your team finalize all core program inputs—supported every step of the way by your dedicated AidKit Customer Success Manager. Each day includes a 30-minute stand-up to check progress, resolve blockers, and align on next steps.
Once all inputs are complete, our team will build the first draft of your program instance!
🎯 Goals for the Week
By the end of this week, you'll have completed and reviewed with your Partner Success Manager:
✅ Partner Program Intake Form
✅ Template Application Copy
✅ Template Enrollment Form
✅ Template Notification Copy
🧭 Daily Breakdown
Day 1 – Kickoff & Intake Alignment
Review the Partner Program Intake Form you submitted
Align on roles, timelines, and goals
Day 2 – Application Template Deep Dive
Finalize updates to the Application Copy Template
Confirm program context, FAQs, and survey language
Day 3 – Enrollment Form and Notification Customization
Tailor the Enrollment Form Template to your program workflow
Update Notification Copy
Day 4 – Learn About In-Line Editing and User Testing
Get trained on AidKit's in-line copy editor!
Walk through your User Testing Plan- outline how you plan to test your program with real users before launch. (Don’t worry—we’ll go into more detail in the next section!)
Day 5 – Wrap-Up & Build Prep
Confirm all inputs are finalized
Review any final outstanding questions
Get ready for your program instance build!
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