First week checklist we actually used

Post · Onboarding · Massachusetts, United States

Connect the bank, invite treasury, turn on approvals, then cards. Doing cards first is how we ended up with 11 orphan spenders last spring.

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Cards first is how we made the same mess.

Agree. Treasury has to be there before anyone spends.

Bank, treasury, approvals, cards. Writing that down.

seth.c16 Sept

We invite finance before anyone else now. Same lesson.

Did you use the checklist in onboarding or your own?

Own. The product one skips treasury.

Agree. Treasury has to be there before spenders.

Wrote this on a sticky on my monitor. Bank, treasury, approvals, then cards.

We invite finance before anyone else now.

Treasury before spenders. We learned that with eleven orphan cards.

This is the order we should have used in April.