Your first week with us

Updated 10/19/2026

Your first week with us

A short checklist so nothing gets lost in week one.

Day one

  • Confirm we have the right billing contact and support contacts on your account.
  • Bookmark the portal and the help center (you are here).
  • Send us a list of your key systems and who owns each one.

Week one

  • Kickoff call — we agree scope, priorities, and communication rhythm.
  • Access — we set up any credentials or integrations through a secure handoff, never over email.
  • First ticket — open one low-stakes ticket so you can see how tracking and updates work.

Ongoing rhythm

  • Weekly written status on active work.
  • Invoices on the schedule in your agreement.
  • A named point of contact for anything urgent.

Something missing from your checklist? Ask — we will tailor onboarding to your setup.

Getting started / Your first week with us

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