Latest Client Onboarding Checklist Posted


I revised and updated the New Client Onboarding Checklist for the recent class on Client Onboarding. So I’ve also separated that out and posted it as stand-alone content in the Community.

This Checklist has a “cover sheet” describing what you sold the client (managed services, cloud services, add-ons, etc.). Then it is used to make sure the tech department delivers everything that was sold, all the billing is taken care of, and the client is trained on your new service.

Delivered at a Word DOCX so you can customize as needed.

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