Onboarding with Sumday
Our first meeting
Welcome to Sumday! 💜
Now that you've joined us, our first order of business is to meet each other!
You should have received an invite for an onboarding call. If you haven’t yet, please reach out to your relationship manager or support@sumday.io.
Who should come to this onboarding meeting?
Any team members that will be involved in GHG accounting services, client leaders or partners who should understand this offering, or those who want to upskill with Sumday.
What will the onboarding call cover?
The purpose of this call is to introduce our teams and help you make the most of your experience with Sumday.
Here’s an outline of what you can expect:
- Introductions: A brief introduction between our teams.
- Overview of Sumday’s Key Areas of Support:
- The Platform Itself: A quick walkthrough of key features, including customizable dashboards, automated reporting tools, and access to the Academy, our comprehensive learning resource hub.
- Accounting Help Desk: Guidance on how to contact us for support, the types of queries we can assist with—from technical platform help to data validation—and who will be there to support you.
- Go To Market: We’ll discuss strategies to ensure carbon accounting adds value to your clients and becomes a profitable service for your firm.
- Understanding Your Goals: We’ll explore your team’s objectives for carbon accounting to align our support with your needs.
- Future Touch Points: Establish a plan for ongoing check-ins to facilitate your success.
- Q&A: An opportunity to ask any questions.
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