What are the objectives / takeaways of this todo whitney.zelig@gmail.com ? How do you want to accomplish this together?

I'd love to get back on the CSM sheet with you Whitney and finish that. Then look at Hector's and see where we can align them. I'd love to have an updated Client Onboarding sheet to work from as well, that will help me know my steps/tasks. 

sounds great. Let's go over yours together first, and then we can integrate hectors into ours :)

Wow, I feel so special. I got my own client's task sheet. lol ;) 
Whit, we will have to go over this together when you can.
Thanks

LOADED with info
https://docs.google.com/spreadsheets/d/1pW0EBOV54zPMcu2hOjG1bPJHeyK_ejFCHtpYC271Fbg/edit?pli=1#gid=1457256984

Cleaned up original template and packed this one with notes
https://docs.google.com/spreadsheets/d/1CY5hqOo9ylokoqeh8YpFcSGIh2ivlP84T5HghMzn0L0/edit#gid=0

Hector if you have time, feel free to Ctrl F these sheets and look for your name. Let me know if I'm off on how to best work with you in this flow. 

Next step, check out Hector and Chris's sheets