CEO Mastermind — Welcome Checklist
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✦ You're all set. See you at your Welcome Call.

Sign your contract
Check your inbox for the contract sent automatically when you enrolled.
Add all program events to your calendar
Save every sprint call, coaching session, and touchpoint at once.
Add to calendar
Complete your welcome form
A few quick questions that help us personalize your experience from day one.
Open welcome form
Let your team know what's coming
You have calls to be on, action steps to work through, and a business to co-create. Loop in the people who need to know.
Opt in to our SMS messages
Sprint reminders and weekly check-ins come by text. Text us to get started.

Text CEO GETTING STARTED to (603) 704-4407 from the mobile number you want to receive messages on.

You'll receive a confirmation once you're opted in. If you don't receive a reply within a few minutes, bring it to your Welcome Call and we'll troubleshoot together.

Bring to your Welcome Call if needed
Log into your member portal
Your sprint content, card decks, and weekly task lists all live here. We'll walk through it together on your Welcome Call.

Head to ceo.ababusinesscoach.com/login and log in with the email address you enrolled with.

If you haven't set a password yet, click Forgot password on the login screen and check your inbox for a reset link.

Once you're in, take a look around. You don't need to do anything in the portal yet: just confirm you can access it. We'll give you a full tour on your Welcome Call.

Bring to your Welcome Call if needed
Log into your KPI dashboard
Your business numbers live here. We'll cover this together on your Welcome Call — for now, just make sure you can log in.
Open dashboard
Update Zoom
Make sure you're on the latest version so there are no hiccups on your Welcome Call.

Open the Zoom app on your computer. Click your profile photo in the top right corner, then select Check for Updates.

If an update is available, install it and restart Zoom. That's it.

Don't have Zoom installed yet? Download it at zoom.us/download.

Make sure our emails land in your primary inbox
A quick one-time step so our Monday emails and sprint content never end up in spam or promotions.

Gmail

  1. Find any email from us in your inbox (check Promotions or Spam if needed)
  2. Open it and click the three dots in the top right corner of the email
  3. Select Move to inbox or Filter messages like this
  4. Choose Never send to Spam and click Create filter
  5. You can also drag the email from Promotions to your Primary tab and click Yes when Gmail asks if you want to do this for future messages

Outlook

  1. Find an email from us (check your Junk or Other folder if needed)
  2. Right-click the email and select Move to Focused Inbox or Always move to Inbox
  3. Alternatively, right-click and choose Mark as not junk
  4. To add us to your safe senders list: go to Settings, search Safe senders, and add our sending address

Our emails come from hereforyou@ababusinesscoach.com. Adding this address to your contacts is the simplest way to keep us out of spam in any email client.

✦ Your first live touchpoint

Welcome & Onboarding Call

Meet the team. Walk through how the program works. Come with questions.

Option 1
Wednesday, April 1st
10:00am – 11:30am EDT
or
Option 2
Friday, April 3rd
1:30pm – 3:00pm EDT

You're all set.

Everything is in place. Come as you are, bring your questions, and get ready to meet your people.

ABA Business Coach CEO Mastermind™
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