Welcome to Day 1 of your Tratta journey!
Before we dive into the technical configurations of the platform, we need to establish our rhythm. Getting your organization synced with the Tratta system is a major milestone, and we are here to ensure this transition is seamless and high-impact.
Below is your Day 1 Action Plan. This is designed to get your infrastructure ready so that when we meet for our first session, we hit the ground running.
The purpose of this initial setup is to automate your path to expertise. Instead of back-and-forth emails, we use a smart scheduling system to lock in your entire 10-week curriculum today. This ensures consistency for your team and guarantees that our Success Team is locked in to support you.
Before we have our first onboarding session, you will receive an email asking you to complete 3 things:
To get started, follow the SOP: Scheduling Your Tratta Onboarding Kickoff Meeting below to book your first session.
Tratta2025! (Case-sensitive)To ensure we provide immediate value, we need a bit of homework completed before our first call. Completing this covers approximately 80% of the manual work upfront, allowing our first meeting to be a high-level strategy review rather than a data-entry session.