The steps
- Day 1: Acknowledge enquiry and book intake call within 24 hours
- Day 2: Run intake call covering goals, preferences and current situation
- Day 3: Send service agreement and care plan template
- Day 4: Receive signed agreement and confirm worker matching
- Day 5: Match worker(s) and arrange meet-and-greet
- Day 6: Meet-and-greet held
- Day 7: First service delivered
Common mistakes to avoid
- Letting onboarding stretch beyond 7 days (loses momentum)
- Skipping the meet-and-greet (worker-participant mismatch)
- Service agreement signed without participant understanding