Team Member Success Templates
Are your team members set up for success? With this Team Member Success template you will learn how to create a 30/60/90 day plan for new hires, track KPI’s for all team members and give them a comprehensive 4R that solidifies your expectations.
$14.00
You’ve hired the best candidate for the business, that has all of the skills you’ve been dreaming of - but it doesn’t end there. Even the best candidates can fail if you don't set them up for success at the beginning.
My Team Member Success Template provides a first 30/60/90 day plan and expectations for the new hire. Measurable KPI’s (Key Performance Indicators) for not only the new hire but every position in your business and a 4R document that the new hire can go back to if they ever need to review their scope.
Included in this ClickUp template are:
- Comprehensive template tutorials
- Detailed task descriptions
- Task status changes and updates
- Your 30, 60, and 90-day plan
- 4R Documents
- How to track different KPIs
- More ways to set your team members up for success
You'll also get customized support to help you tackle any problem that comes your way.
In as little as five minutes, you can download this template- and within 30 minutes, have a completely put-together Team Member Success template that provides everything you need to get your team member started on the path to success.
I designed my ClickUp templates for a variety of business types and clients, and I made sure to include everything you can think of. Therefore, they best suit the following niches.
- Coaches (fitness, business, mindset, finance, etc)
- Online Business Managers (OBMs)
- Agencies (Social Media, Operations, etc)
- Course Creators
- Bookkeepers
- Virtual Assistants
- Consultants
- Entrepreneurs
& so many more!
Don’t let your hiring efforts go to waste by not setting your team members up for success from the beginning.
Some Love from our customers
The Reviews
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THE FAQS
Your questions, answered.
Running a business is complex, but getting the support you need shouldn’t be. Below, you’ll find answers to the most common questions I get about working together, my process, and how I can help streamline your systems.
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How do I know what service is best for my business?
My services are tailored to fit your business but they are also staggered based on the stage of business you are in. If you’re just starting out then I offer templates, consultations and strategy sessions to help assess what systems should be in place and how to get them there. If you are a bit more established then a process build is the best fit for a singular build. If you are an established business making six or multiple six figures and you need ongoing support then my Online Business Management is best for you.
Do I really need systems in my business?
I’ll answer that question with a question - do you want to grow your business? If the answer is no then (spoiler alert) my answer is still yes, you need systems in your business but I want to really hone in on the fact that systems are going to put you in place to scale your business. You will also want systems in place before you do that or you might not be able to scale successfully. Even if your business is just starting out you should have basic systems and processes. They don’t have to cost a fortune- you can check out my Business Essentials Templates for starters.
What if I don’t have the time to learn a new software?
While I have specific software recommendations based on your needs we can always work within the systems or software you already have. I do encourage an open mind when it comes to software- depending on the complexity- it might save you a lot of time and money to switch over and go through the painstaking process of learning a new software.
Am I locked in for a certain term with your services?
For the consultation, strategy sessions and process builds those are one time or package services based on your needs. The only service that is ongoing is my Online Business Management service and I do a three month trial to gauge fit, we can then discuss extending. However, if the arrangement isn’t working for both parties we can terminate the agreement. Life is too short to work with people that aren’t a good fit.
What should I have in place before bringing you into my business?
An idea! The main thing that you need is to have an idea of what you would like to accomplish- the rest we will figure out together. It’s my job to craft a plan to help you reach your goals and execute on that plan. It’s okay if you don’t know where to start, have a million ideas or feel overwhelmed- that’s exactly what I help with when you bring me into your business (in any service capacity).
