FrUn Virtual Deep Dive-Finance Meetup
We'll break it down into three sections:
Presale and scoping: what's your process, what do you look for, any red flags?
Contract and scope of work: pricing, templates, processes, what do you include
Onboarding and the first 90 days: kickoff, meeting cadence, setting expectations, deliverables
To get the most out of it, take a few minutes beforehand to think about:
Your last onboarding that went sideways. Where did it actually break?
One thing in your process that works. It could be a question you always ask, a clause you’d never drop, or how you run kickoff.
One thing you’re still figuring out
Optional, but very useful: bring one redacted example from your own process, like an intake form, SOW, kickoff agenda or 30/60/90 plan. Sharing is caring