Protect the Call. Close the Loop.

The shape of a standard onboarding day. Call blocks are protected; every block ends with the loop closed.

Any other time blocks, please remove from your calendar. Please make sure all blocked-out time is marked as 'busy' and client call blocks are left white.

1. 01Clear Overnight Activity

   1 hour

   Clear Slack, send proactive updates, and address outstanding tickets.

2. 02Client Call Block

   2 hours

   Run scheduled onboarding calls.

3. 03First Follow-Up Block

   30 minutes

   Send recaps and arrange deliverables.

4. 04Client Call Block

   1 hour

   Run scheduled onboarding calls.

5. 05Lunch

   30 minutes

6. 06Client Call Block

   2 hours

   Run client calls or attend manager and coaching sessions.

7. 07Second Follow-Up Block

   30 minutes

   Send recaps and arrange deliverables.

8. 08Client Call Block

   1 hour

   Run scheduled onboarding calls.

9. 09Portfolio Follow-Up

   30 minutes

   Send proactive updates to all other assigned clients.

10. 10Prepare for Tomorrow

    30 minutes

    Chase OB2 deliverables and close open loops.

11. 11End-of-Day Report

    Before sign-off

    Send the required EOD update.