🔒 Onboarding Playbook

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Customer Onboarding Playbook

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← Dashboard
Everything that happens after a property signs with Sort — from contract to a fully-trained team and a launched community. Check off steps as they happen; progress saves on this device.
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📅 Weekly onboarding calls
The four standing Google Meet calls for a property’s first month — Thursdays at 10:00 AM CT, hosted from [email protected]. Weeks 1–3 are working sessions for the property manager and leasing agents; the Owner and Regional/VP join only the week-4 review. A reminder of what’s outstanding goes out Thursday morning before each call.
Week 1 · Call 1 of 4
Team is live
Thu Jul 30 · 10:00 AM CT
Prop. ManagerLeasing Agent
📹 Join Meet
Week 2 · Call 2 of 4
The local layer
Thu Aug 6 · 10:00 AM CT
Prop. ManagerLeasing Agent
📹 Join Meet
Week 3 · Call 3 of 4
Are residents in?
Thu Aug 13 · 10:00 AM CT
Prop. ManagerLeasing Agent
📹 Join Meet
Week 4 · Call 4 of 4
30-day review
Thu Aug 20 · 10:00 AM CT
Prop. ManagerLeasing AgentOwnerRegional / VP
📹 Join Meet
📬 Emails, flyers & invoice previews
The formatted emails everyone receives along the way — exactly as they land in their inbox — the founder stall-alert text, plus the printable move-in / lobby flyers and what the monthly invoice looks like. Click a card to preview.
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Edit this playbook in website/founder/onboarding/index.html.