Care Plan onboarding
Your first month.
Starts once your Care Plan agreement is signed and the first invoice is paid. Here is what we set up, when, and what your team prepares.
Week 1
Access & handover
We set up
Monitoring, uptime alerts and daily backups switched on. Support channel opened.
Your team prepares
Domain and DNS access, admin email, list of team members who need logins.
Week 2
Security baseline
We set up
Security patches, platform updates and spam and bot protection applied.
Your team prepares
Confirm who approves changes and who receives urgent alerts.
Week 3
Team training
We set up
Staff walkthrough of the CRM, client portal and inbox. New-user setup.
Your team prepares
Book a slot for your team. Note the questions your staff ask most.
Week 4
First improvements & report
We set up
First small copy, layout or workflow changes shipped. First monthly results report.
Your team prepares
Send a shortlist of changes you want. Agree what success looks like.
After month one, support, updates and small improvements continue for as long as your Care Plan is active.