Objective

Review the Joe Choniski CMO onboarding session and determine the fastest safe path to get the remaining first-day work done.

Evidence Checked

• /Users/samaguiar/Downloads/Joe session.md
• /Users/samaguiar/Documents/Projects/admin/session_logs/HANDOFFS-Joe-CMO-Onboarding-2026-04-26.md
• /Users/samaguiar/.claude/projects/-Users-samaguiar/joe_onboarding/
• Live Google Drive folder readback via service-account Drive readonly checks
• Notion search for Joe onboarding exports
• Live LITIFY_ORG read checks for Joe user, permissions, reports, and Marketing Center metadata
• Local Joe access/team-directory logs

Done Or Mostly Done

• Notion export for the Joe CMO onboarding build exists.
• Welcome letter no longer has the original offer-letter placeholder markers.
• Joe is active in Litify/Salesforce as jchoniski@demandsam.com, profile Litify Marketing User, with 22 permission assignments.
• Marketing Center was rebuilt and simplified for Joe; live FlexiPage SAIL_Marketing_Center last modified 2026-04-27T02:31:44.000+0000.
• Litify primer exists in the onboarding Drive folder.
• Three spend budget sheets exist, but not as the single workbook originally requested.

Still Blocking A Clean First Morning

• RingCentral extension/direct line exist, but account is still NotActivated / setup wizard NotStarted.
• Salesforce reset email was sent, but Joe has no LastLoginDate yet, so access is not proven.