Step 4 of 4: Access
To finalize your onboarding, we need access to your current Task Management and Documentation tools.
We want to do some leg work before our first meeting. For that, we need access to your system. This way we can evaluate without spending your valuable time.
The simplest way to share access is to add “jonas+access@agencysystems.io” as an admin in your systems:
- Task management system (e.g. ClickUp or Monday)
- Documentation system (e.g. Slite, Notion, or Google Drive)
- Any other relevant systems that your team uses to complete tasks daily.
If you prefer to share your login with us, you can do so in Slack.
That’s all for now. See you soon!
