Onboarding Plan

Phase 1: Remote Preparation (Days 1-2)

Day 1: Introductory Call (Online or in-person if already in Dubai) – 60 minutes

  • Discuss the owner’s lifestyle structure and goals
  • Walk through the PA360 system overview
  • Explain categories, folders, trackers, and permission levels
  • Set expectations for data collection and access needs

Day 1-2: Client-Side Preparation

  • The client and/or PA gathers:
    • Personal and company documents
    • Asset details (properties, vehicles, art, etc.)
    • Staff contacts, renewal schedules, reminders, etc.
    • Basically, all data needed.
  • We provide a customized onboarding checklist

Phase 2: In-Person Setup & Training (Days 3-5)

Day 3: System Setup

  • Folder and tracker creation
  • Uploading & organizing provided documents
  • Tagging, categorizing, naming conventions
  • Access rights setup (PA, Staff, concierge, etc.)
  • Reminder/calendar integration

Day 4: Owner + PA Training

  • Hands-on training for mobile & web
  • Use-case simulations: events, renewals, scheduling, inventory
  • Advanced walkthrough of all categories
  • Addressing any client-specific structure

Day 5: Final Review + Optimization

  • Walkthrough of the final system with the owner and PA
  • Apply last refinements and personalization
  • Credentials handover and client sign-off

Post-Onboarding Support

  • 14 days priority support
  • 1x follow-up online call within two weeks (60 minutes)
  • Concierge-style adjustment assistance if needed