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Sidekick Transition
Normally this applies with the Power Real Estate Group Inside Sales Associate. One can be possibly moved to another client. After the interviews and confirmation that Sidekick will be moved, the Sidekick will be assigned to do the following:
Backing up important files
- Sidekick will be given a week to compile and save all your important documents from Slack, Email, Follow-Up Boss, and other tools and apps you were using.
- After a week, all of your accounts that are using powerreteam.com business mail will all be disabled.
Follow-Up Boss Tasks
- Managers will determine to whom your tasks will be transferred and this will be done before the deletion of your account.
New Business Mail
- If given a new email by the client, you will still have all your access from powerreteam.
- We will be replacing your access in Hubstaff using the new business mail and you will be invited again to the different tools such as Slack, Follow-Up Boss, etc.
- New settings will be applied on your new Hubstaff incuding your schedule, weekly limits and projects.
- Before the official start date for the new client, it is Sidekick’s responsibility to ensure that everything is working. Manager will have a quick huddle to double check everything.