
CLIENT ONBOARDING
Let’s Get Started
Select the option that matches your purchase. Milestone charts below help you track progress—click a step to check it off. Your progress is saved in your browser.
NEW CLIENT ONBOARDING
Choose this option if you purchased Basic, Core, Pro, or Apex.
NEW CLIENT ONBOARDING — LINKEDIN ONLY
Choose this option if you only purchased the LinkedIn service.
LAUNCH PAD
Choose this if you’re working with Robin. If you’re working with Don, choose New Client Onboarding.
CAREER LABS & COACHING
Choose the option that matches what you purchased.
RETURNING CLIENTS
Doing a résumé update? Please start here and look under the section titled “The Process.”
Milestones
You’ll receive emails with the next steps throughout the process. These charts are a visual guide if you want to see where you are. Click steps to check them off—your progress saves automatically.
Core Package Milestones
Complete Onboarding Form✓
Schedule Onboarding Call✓
Collaborate on Draft Revisions✓
Approve Draft✓
Résumé Sent to Graphic Designer✓
Collaborate on LinkedIn✓
Approve Draft✓
Project Delivered *✓
* + packages will schedule an update session prior to delivery.
Reset progress
Pro Package Milestones
Complete Onboarding Form✓
Schedule Onboarding Call✓
Collaborate on Draft Revisions✓
Approve Draft✓
Résumé Sent to Graphic Designer✓
Collaborate on LinkedIn✓
Approve Draft✓
Schedule Profile Update Session✓
Provide a Reference List✓
Provide a Job for the Cover Letter✓
Project Delivered✓
Schedule Career Lab✓