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Assignment Information

Assignment Information

With a bit of preparation, your assignment will be set up for success. The following questions will help you think through the most common areas. You can edit the details later, if needed. We will share this form with your Freedom Maker prior to the Kick Off Call. 
11Questions
  • 1
    You can save your progress and continue editing later by clicking Save at the bottom of the following pages.
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  • 2
    You can save your progress and continue editing later by clicking Save at the bottom of the following pages.
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  • 3
    The Client Success Team will check in twice during the first month, quarterly thereafter, and semi-annually after one year.
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  • 4
    Freedom Makers use a professional Gmail account and their own equipment, though some clients prefer to provide their own. All Freedom Makers agree to confidentiality upon onboarding with FMVS. If you’d like an additional layer of security, you’re welcome to use our templates to create your own agreements.
    Please Select
    • No
    • Yes--NDA
    • Yes--Confidentiality Agreement
    • Yes--Expectations Agreement
    • Yes--An agreement specific to my business
    • Please Select
    • Yes. I have/will create a business email address
    • No. They can use their own email address
    • Unsure
    Please Select
    • Please Select
    • A secure password vault (e.g 1Password, Dashlane)
    • Discuss over the phone
    • Email or text
    • A shared document
    • Not applicable
    • Other
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  • 5
    In a remote environment, clear expectations are essential. We strongly recommend holding a recurring check-in meeting and using a shared agenda, such as our weekly agenda template.
    • Please Select
    • 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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  • 6
    A shared task tracker helps your Freedom Maker collaborate and communicate status updates effectively. Consider using a project management platform, or our simple task tracking templates.
    • Please Select
    • 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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  • 7
    Clear task instructions help your Freedom Maker get off to a strong start. These can be shared in writing or through short videos (such as Loom). Your Freedom Maker can also help you build SOPs if you'd like support documenting your processes! Check out this quick video to see how Loom can make documenting your workflows simple and efficient.
    • Please Select
    • Yes, they have already been created
    • I will create them as soon as possible
    • I will ask my Freedom Maker to create them
    • No, they are not needed
    • Other
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  • 8
    During the Kick Off Call, we’ll ask you both to schedule your first meeting. Your Freedom Maker can even set it up for you.
    • Please Select
    • As soon as possible
    • Can my Freedom Maker meet directly after the Kick Off Call?
    • Within a week following the Kick Off Call
    • More than a week after the Kick Off Call
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  • 9
    By sharing your goals, your Client Success Team can tailor check-ins to focus on what matters most to you.
    • Please Select
    • Short-term (this is a project)
    • 6 months or less (just filling a gap)
    • 6-12 months
    • 12+ months
    • TBD--just testing the waters
    • Unsure
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  • 10
    Our billing and time-tracking system is called Ivy, and we ask that you prepay hours there. Ivy does not auto-pause when your balance reaches zero or when weekly hours are exceeded, so it’s important to set clear expectations for how your Freedom Maker should handle these situations.
    • 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
    • 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)
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  • 11
    Thank you for taking the time to fill out this form. You will receive a link so that you can edit the form if anything changes. Prior to the Kick Off Call, we will share the form with your Freedom Maker.
    Please Select
    • Please Select
    • Yes, within a month
    • Yes, within the next 6 months
    • Yes, within a year
    • No
    Please Select
    • Please Select
    • Yes. You will be directed to a form to give us the details
    • No
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