What are the Founder Success Manager - Tech Onboarding process?
Learn how to complete technical onboarding as a Founder Success Manager (FSM) at Founder OS. This guide covers account setup, tool installation (Slack, Zoom, HubSpot, etc.), sales handoff procedures, and more.
This document provides a comprehensive guide for new Founder Success Managers (FSMs) to complete their technical onboarding process at Founder OS. It details step-by-step instructions for accessing accounts, setting up profiles, installing and configuring essential tools like Slack, Zoom, Fathom, Skool, Loom, Aloware, HubSpot, and Asana, and using Google Sheets for call tracking. It also outlines the process for responding to sales handoff emails and inviting founders to Slack channels. Troubleshooting information and a link to the current client onboarding process are also included.