Equinox · Intel

Viewing as

Tasks

Watchlist

Clients

Job Debrief

Client Name	Stage	CSM	Start Date
No job debrief clients

Client Onboarding

Client Name	Stage	CSM	Engagement Start
No client onboarding recorded for this month

Added Roles — Initial Role

Client Name	Job Title	Role Type	Status	CSM	Start Date
No initial roles added this month

Added Roles — Additional Headcount

Client Name	Job Title	Role Type	Status	CSM	Start Date
No additional headcount roles added this month

Added Roles — Replacement

Client Name	Job Title	Role Type	Status	CSM	Start Date
No replacement roles added this month

Service Delivery Meetings

Client Name	Date	Notes
No meetings recorded for this month

Clients at Risk

Client Name	Lifecycle Stage	CSM	Start Date
No at-risk clients

Lost Accounts

Client Name	Lifecycle Stage	CSM	Exit Date
No lost accounts

Employees

Starters

Employee	Client	Title	Type	Start Date
No starters this month

Employees At Risk

Employee	Client	Title	End Date	Days Remaining
No employees at risk

Employees Attrition

Employee	Client	Title	End Date	Status
No attrition this month

Role Ramp-Ups

Active Role Workflows

Employee Ramp-Ups

Workflows

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Month

Month 1

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Month 2

—

Month 3

—

Month 4

—

Month 5

—

Month 6

—

Month 7+

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Anniv.

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Year

Year 1

—

Year 2

—

Year 3

—

Year 4

—

Year 5

—

E. Workflows

E. Month 1

E. Month 2

E. Month 3

E. Month 4

E. Month 5

E. Month 6

E. Month 7+

E. Anniversary — 1 Month Prior to 3 Months Past

E. Year 1

E. Year 2

E. Year 3

E. Year 4

E. Year 5

KPIs

Total Clients

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All records

Active Accounts

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Stages 01–07

At Risk

—

Risk Mitigation

Churned

—

Exited

Job Debrief

—

Stage 01

Implementation

—

Stage 02

Go-Live

—

Stage 04

Governance

—

Stage 05

Employees

—

Total associates

📖

Playbooks

Process guides & playbooks — coming soon

References

Standard operating procedures and workflow guides

Client Workflows

Job Brief Meeting with existing client

JBM1.1 Get updated copy of job description of the role from the client and check client availability for a Job Brief meeting

JBM1.2 Check with TA availability and for specific member to attend the meeting

JBM1.3 Send calendar invite to all attendees

Employee Workflows

Triggering Annual Performance Review

APR1.0 Identify employee reaching anniversary (system/manual trigger). Refer to Employee Ramp-Ups (Anniv. card)

APR1.1 Send self-assessment form to employee (with due date)

APR1.2 CSM confirms receipt of completed form (PDF); follow up if overdue

APR1.3 CSM sends trigger email to client; confirms scheduled date + HR support need

APR1.4 CSM confirms review occurred; logs outcome/rating from client

APR1.5 CSM coordinates with HR on any resulting changes (contract, comp, etc.)

APR1.6 CSM updates employee record for next cycle

Email Intake

Emails flagged in Outlook, staged for conversion into tasks

Client Meetings

Last Service Delivery Meeting logged per client, so you can spot who's overdue or has none on file

All Clients — clients

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Points of Contact

Offboarding Details

All Employees — employees

—

Employee Details

Separation Details

Employee workflow coming soon.

All Roles — roles

—

— —

Role History

Field

From

Date

Role Employee History

Role workflow coming soon.

Success Reference Guide