Use the first 30 days to build a long-lasting and successful partnership

with your new executive.

At Base, we aim to ensure consistency in our clients' experiences while equipping our EAs with the key resources they need to succeed during their first month. That's why we created the First 30 Days Onboarding Plan in Teachable, thoughtfully designed to help you streamline and level-up your client work right from the start.

Client Deliverables:

Base clients specifically add this course to their order form when they sign on with Base, so EAs will be expected to share deliverables with the executive:

The Executive Blueprint should be delivered to the executive the day after the Kick-Off (KO) call.

The 30-Day Action Plan should also be delivered to the executive the day after the Kick-Off (KO) call.

The Summary of Accomplishments should be shared immediately at the end of the first 30 days.

NOTE: In rare instances, a client may choose not to add this course to their order form, but the content is still available for you to use!

Billing:

Once you're matched with a new client, you can bill 3 hours directly to Base (Harvest > Base Internal Requests > First 30 Days course) for taking the course, and 3 hours to the client's project for the time you spend working on creating deliverables and utilizing the course templates.

$1 Pay Increase:

After the first 30 days, we will reach out to your executive and ask them to rate their experience between 1 and 10. If your executive rates their experience an 8, 9, or 10, you’ll earn a $1 increase in your pay rate (effective on the 1st of the following month)!