Onboarding Process
Our Onboarding Process is designed for your ease, featuring a structured approach led by a dedicated Onboarding Specialist.
Rest assured, you'll experience a seamless transition with support available at every step of the journey.
Rest assured, you'll experience a seamless transition with support available at every step of the journey.
Sales Orientation
- Introductions/get to know you
- Discovery – Identify services that align with your specific situation
- Provide recommendations & confirm customized solutions
- Process Payment
- Overview of the process
- Handoff to Support Team
- Send client profile summary to Support Team
- Support Team will:
- Setup client profile
- Welcome email
- Set up Client Portal
- Kickoff Call
- Resources – take advantage of your free tools & resources
Onboarding Process
Step 1: Provide Information
Client Portal – you will receive an email to register for your client portal
When you have access to the client portal:
- Sign Engagement Letter
- Complete the questionnaire
- Upload your documents into the portal
Step 2: Contact Preferences
To receive text messages, please complete the SMS Opt-In Form – see below.
