Onboarding Project Requirements and Checklists

This document is a guide outlining the onboarding project requirements and checklists for organizations seeking to implement a successful onboarding process. It details the necessary criteria for both Round 1 and Round 2 checklists, emphasizing the need for at least three full-time employees and experience with objectives-based onboarding methodologies. The guide specifies the prerequisites for partner eligibility, including the need for onboarding that involves Marketing Hub Pro or Enterprise and Sales Hub Pro or Enterprise. It also describes the integration challenges and the importance of providing customer references for feedback on goal identification and effective communication. Additionally, the document addresses the need for thoroughness in submissions, particularly for Round 2, where judges may lack context from the previous round. The guide concludes with a section on call listening, encouraging the documentation of approaches, goal prioritization, and customer accountability during the onboarding process.