To-dos
1. Free Consult 1. Free Consult
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Client to Explain Career Situation
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Free Consult & Explanation of Career Upside Services
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Client to Send Resume & LinkedIn URL to Career Upside
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Career Upside to Provide Feedback on Resume/LinkedIn
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Career Upside Send Recording of Free Consult if possible
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Client Makes Decision to Engage with Career Upside
2. Onboarding 2. Onboarding
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Career Upside to Send Invoice via QuickBooks to Client
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Client to Pay QuickBooks Invoice via Brank Transfer
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Launch Client Basecamp & Add Client to Basecamp
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Update Basecamp Settings so Docs/Files, Messages and To Dos are visible to Client
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Send Link to take Assessment (Example Below) Note
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Client Completes Birkman Method Assessment Online (300 Questions and 30 Minutes)
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Schedule Birkman Consult & Send Calendly Link to Client (Link Below) Note
3. Birkman Reporting 3. Birkman Reporting
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Career Upside to Pull Advanced Summary Report
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Career Upside to email Advanced Summary to Client
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Career Upside to Pull Overview Document for Consultation
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Career Upside to Pull Statements About You Report
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Career Upside to Pull Coaching Page
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Career Upside to Pull Career Typing Report
4. Coaching Session One: Birkman Debrief 4. Coaching Session One: Birkman Debrief
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Career Upside to Review Birkman Reports with Client
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Career Upside to Post Reports to Basecamp for Client
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Client to complete Homework for Stressors/Needs
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Client to Complete Homework for Job Titles & Potential Real Job Listings from Job Sites
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Client to complete Homework to review Statements about themselves and check off important statements
5. Coaching Session Two: Job Specifics 5. Coaching Session Two: Job Specifics
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Client To Give Feedback on Priority Job Titles
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Client to Provide 2-3 Job Listings for Targeted Jobs
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Career Upside and Client to Discuss Potential Networking Intros
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Career Upside and Client Discuss List of Target Companies
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Career Upside and Client to Discuss Case Study Approach
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Career Upside to make email introductions
6. Resume & LinkedIn Updates 6. Resume & LinkedIn Updates
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Resume Team Creates Generic Version of Resume
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Resume Team Creates Two Targeted Versions of Resume
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Client to Update LinkedIn Profile to bring into alignment with Resume
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Client to Create Additional Resume Versions as Needed
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Client to consider Open to Work banner
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Career Upside to teach Client how to Search LinkedIn