Onboarding a new or existing client is paramount in setting the right impression. As we all know, first impressions mean everything when setting the tone for trust and rapport. The onboarding process should be smooth and effective. Your team is going to need to know some basic details. In addition to the finer details for the kickoff. These are all things that you can provide if this is an existing client or our white label team can gather after the onboarding call.
Below are examples of what those requirements might be.