What Happens After You Sign: Your Week One Kickoff Checklist

Signing the contract is exciting -  
But… 

What happens next? 
Who’s involved? 
How fast does this actually move? 
And what exactly are we supposed to do this week? 

If you’ve implemented new technology in a membership organization before, you may be bracing yourself for a slow ramp, vague timelines, and weeks of “getting organized” before anything tangible happens. 

That’s not how it should work. 

The first seven days after signing with Betty are intentionally structured to remove ambiguity, build momentum, and get everyone aligned—without overwhelming your team. 

Think of Week One as the foundation: clear owners, clear inputs, and a clear path forward. 

Here’s exactly what to expect. 

Day 1: Welcome to the Partnership (and Yes, We Mean Partnership) 

Shortly after signing, you’ll receive a welcome email that does three important things: 

1. Confirms we’re officially underway 

1. Introduces the onboarding resources 

1. Starts the process scheduling the Content Mapping/Kickoff Call 

This is not a “thanks, we’ll be in touch sometime” message. We’re off and running. 

Inside that email, we’ll: 

• Welcome your team into the Betty community 

• Share a short but critical onboarding video 

• Provide links to supporting resources on: 

• The onboarding timeline 

• The feedback and testing process 

• Content source and ingestion options 

• Ask for preferred dates for your Content Mapping Call,  

• You’ll also see a clear ask: 
  👉 Please complete the onboarding worksheet within seven days. 

There’s a reason we’re specific here. Momentum matters early, and everything that follows gets easier when Week One is used well. 

Days 1–3: Watch the Onboarding Intro Video 

We promise this is not a “play in the background while answering email” kind of video. 

In under nine minutes, it explains: 

• How the onboarding process works end to end 

• What information actually matters (and what doesn’t) 

• Why particular content paths move faster than others 

• How your early decisions affect launch speed 

By the time you finish the video, you should be able to answer: 

• What Betty is being hired to do 

• What content she needs to accomplish the mission 

• Who needs to be involved internally—and why 

We’ll ask during the Content Mapping Call whether participants were able to watch it. Not as a gotcha—but because teams that watch it together ask better questions and make faster decisions. 

Days 2–5: Complete the Betty Project Onboarding Worksheet 

This is the single most important artifact in your first week. 

The onboarding worksheet is not busywork—it’s how we translate your goals and content landscape into a concrete implementation plan. 

You’ll be asked to provide: 

• Primary contacts and meeting availability 

• What you’re hiring Betty to do 

• Who she’s assisting (members, staff, prospects, the public) 

• The questions she should be able to answer 

• Your highest-priority content sources, including: 

• Where the content lives 

• Whether it’s public or protected 

• How access is controlled 

• The preferred ingestion method (API, feed, upload, etc.) 

• Are any known platform changes coming in the next six months? 

A few important notes that reduce friction later: 

• You do not need to list every content source your organization owns. 

• You do need to identify the sources that matter most on day one and the ones that will answer the questions your stakeholders are going to ask. 

• If something is uncertain (credentials, access paths, ownership), that’s okay—flag it. 

Many teams complete this worksheet more efficiently by meeting briefly internally and filling it out together. That’s often the moment when ownership becomes clear and assumptions get surfaced early. 

Days 4–7: Scheduling and Preparing for the Content Mapping Call 

Based on your responses (and what we learned during the sales process), we: 

• Review your goals and content landscape 

• Identify likely ingestion paths 

• Flag potential risks early (authentication, PDFs, disconnected systems) 

• Recommend who should attend the Content Mapping Call 

This is why the worksheet deadline matters. The more complete it is, the more valuable that first working session becomes. 

What the Content Mapping Call Is (and Is Not) 

It is: 

• A working session 

• A chance to align immediate and long-term priorities 

• Where ingestion paths and sequencing get real 

• Where we decide how to start fast—even if everything isn’t perfect 

It is not: 

• A generic kickoff presentation 

• A technical deep dive for its own sake – we will work to establish the proper stakeholders for the technical aspects of content ingestion from the start and include them in this call 

• A meeting where decisions get deferred 

During the call, we’ll: 

• Review your goals for Betty 

• Address any remaining onboarding questions 

• Confirm your initial content sources 

• Talk through access methods and readiness 

• Identify what can start immediately 

• Set expectations for what happens next 

This is where uncertainty turns into a plan. 

Owners, Roles, and Why They Matter (Early) 

The fastest launches always have two clearly named roles by the end of Week One: 

1. Project Owner 
   The person accountable for decisions, timelines, and coordination. 

1. Content Champion 
   The person who knows where the content lives, how it’s structured, and how to get access. 

Sometimes this is the same person. Often it’s not. What matters is that both roles are explicit. 

When these roles are clear early, projects move. When they’re ambiguous, everything slows down. 

A Quick Reality Check (and Reassurance) 

You do not need: 

• Perfect content 

• Final branding 

• Every system connected 

• Every edge case solved 

You do need: 

• A core set of high-value content 

• Clear ownership 

• Willingness to start and iterate 
  

Week One is about alignment and momentum, not perfection. 

The Big Picture: Why This First Week Matters 

Teams that launch quickly don’t do more work—they do the right work earlier. 

By the end of your first seven days, you should have: 

• A shared understanding of what Betty is here to do 

• A completed onboarding worksheet 

• A scheduled (or completed) Content Mapping Call 

• Clear internal owners 

• Confidence that the project is moving—not stalled 

From there, ingestion, testing, and launch preparation can run in parallel instead of sequentially. 

Your Week One Checklist 

​​☐​ Read the welcome email 

​​☐​ Watch the onboarding video 

​​☐​ Share resources with your internal team 

​​☐​ Complete the onboarding worksheet within 7 days 

​​☐​ Identify a project owner and content champion 

​​☐​ Schedule and prepare for the Content Mapping Call 

That’s it. No mystery. No waiting. 

Final Thought: This Is a Partnership, Not a Handoff 

From day one, this is a shared effort. We bring the framework, experience, and guidance. You bring the institutional knowledge and priorities. When both sides show up early, momentum compounds fast. 

Week One sets the tone—and we’re excited to get started with you. 

Let’s build something great.