Onboarding Roadmap

✅ Your Onboarding Roadmap: What Happens After You Join

Welcome aboard — we’re excited to help streamline and secure your tech!

Here’s what to expect as we get things up and running:

1. 📥 You’ll receive a welcome email

This includes:

  • Key links
  • Your Efficiency Worksheet
  • Where to reach us
  • How to get help fast

2. 📝 Fill out the Efficiency Worksheet

This helps us:

  • Understand your current setup
  • Spot ways to save time or money
  • Prioritize your first projects
  • We’ll need your feedback on how to proceed

This isn’t busywork — it’s how we customize your experience and maximize value.

3. 🛡️ We kick off your cybersecurity setup

We’ll:

  • Open a main ticket to track your onboarding
  • Deploy core tools (Security, Backups, Remote Monitoring and Patching)
  • Open sub-tickets to track each part of the deployment

You don’t need to chase us — we’ll track and update you.

4. 🧾 Already have issues?

Please open a ticket for each active issue or request.
You can also schedule a call at https://scheduling.yourpersonal.ninja/#/20min if you would like a run-through together.
This keeps things clean and lets us prioritize clearly.
Make sure to check our efficiency report first, as it may cover tasks you need done in the projects.
(Anything urgent? Say so — we’ll escalate it.)

5. 🕒 What’s the timeline?

  • Cybersecurity deployment: 2–3 weeks (depending on responsiveness and access)
  • Onboarding projects: Typically 3–4 weeks
  • Full optimization: 1–3 months depending on complexity

We balance speed with quality — and we’ll keep you informed along the way.

🔄 Timing Note: Weekends & Holidays

If your onboarding starts on a Thursday, Friday, or near a holiday, we may only address critical needs or anything that absolutely can’t wait. Most setup steps will begin the following business week to ensure smooth deployment and proper attention.

We don’t like rushing important work — and starting a rollout right before a weekend or break usually creates more issues than it solves.

Thanks for your patience while we do things the right way.

🧾 Create Your Support Account

To view your tickets, track progress, or submit new requests easily, please create your support portal account:

👉 Sign up here

This ensures everything stays organized — and you always have a clear view of what’s happening behind the scenes.


📩 Questions or concerns?
Just reach out. We’re here to make your tech work for you.