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Kick Off Call Information

Kick Off Call Information

The Kick Off Call ensures a strong start to your partnership with your Freedom Maker. This form helps you prepare for the topics we’ll cover during the call. Once completed, we’ll share the information with your Freedom Maker.
8Questions
  • 1
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  • 2
    Ivy doesn't automatically pause when your balance reaches zero or when your weekly hours are exceeded. Please communicate with your Freedom Maker about how to handle these situations.
    Per Week
    • Please Select
    • Per Week
    • Per Day
    • Per Month
    • Other (Project, etc)
    Don't stop the momentum...keep going
    • Please Select
    • Don't stop the momentum...keep going
    • Contact me within 1 hour of the estimate; we will discuss how to proceed
    • Hard stop at the estimated hours; notify me immediately
    • Work above the estimate to an established amount (such as 10 hours over)
    • Other
    Continue working. I will add hours ASAP.
    • Please Select
    • Continue working. I will add hours ASAP.
    • Complete the day's tasks, then pause. Notify me, and I'll add hours soon.
    • Stop working immediately and notify me so I can add hours.
    • Other (discuss during Kick Off Call)
    Yes. After completing this form, you'll be directed to another form to set it up.
    • Please Select
    • Yes. After completing this form, you'll be directed to another form to set it up.
    • No
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  • 3
    To keep communication flowing with remote work, a best practice is to use a meeting agenda, such as our recurring weekly agenda template.
    Yes, we can determine that day/time/frequency together
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    • Yes, I have a set day/time already established
    • Yes, we can determine that day/time/frequency together
    • No, my tasks are well organized for asynchronous work.
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  • 4
    For task tracking, consider our complimentary task tracking template.
    • Generally, my tasks will not need a quick-turn
    • Weekly
    • The next time your Freedom Maker will be online
    • 48 hours
    • 24 hours
    • I may have some quick-turn tasks under 24 hours
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  • 5
    All Freedom Makers sign confidentiality agreements upon onboarding with FMVS. However, if you'd like an additional layer of security, feel free to use our templates to create your own.
    As soon as possible
    • Please Select
    • As soon as possible
    • Within the next week
    • In over a week
    A secure password vault (e.g 1Password, Dashlane)--recommended
    • Please Select
    • A secure password vault (e.g 1Password, Dashlane)--recommended
    • I will discuss them over the phone
    • I will email or text them
    • I will share them via a shared document
    • I don't need to share any passwords or account information
    • Other
    • No
    • Yes--NDA
    • Yes--Confidentiality Agreement
    • Yes--Expectations Agreement
    • Yes--An agreement specific to my business
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  • 6
    Do you want to fill out the tasks and triggers for your recurring tasks?
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  • 7
    Task Name: Example: Post on social Media Trigger: What prompts your Freedom Maker to action--such as a message from you, email from a client, set time of day or week?  Example: Every Wednesday Tools: What tools are necessary to complete this task? Think about log in info, templates, access to certain data, etc.  Example: Buffer, Facebook, LinkedIn, Canva, passwords stored in 1Password Actions: What actions will your Freedom Maker need to take to complete this task?   Example: Create graphics, load into Buffer to schedule posts for Thursdays at 9:00am
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  • 8
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  • Should be Empty:
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