90 day client onboarding

Welcome and introduction (3 min)

Introduce yourself as a Client Success Manager, Onboarding specialist or Account Manager- giving an outline of what the customer can expect over their onboarding period

Discovery time (5 min)

• Understand the client or customers business operations.
• How do they currently do their onboarding?

Connection & settings (10 min)

• Connecting their ledger, covering all questions they have on how the system works.
• Going over general software settings.
• Connecting payments and setting up branding.

Feature: Library (10 min)

• Covering Service library, terms and notifications.
• Advising on set up, showing all features and best practices for their set up.

Outcome: Proposal creation (10 min)

Showing clients the New Proposal Editor and a quick version of what a proposal will look like once they have completed the work from the previous section.