Word
Checklist
Customize this document to give to your clients when onboarding. A great place to start when training clients on how to enter service requests into your system.
Resource Library
Here you have access to all of Karl’s resources and training: books, checklists, SOPs, 3-part classes and more. Book handouts are added individually to make things more searchable.Â
If you don’t know exactly what you need, use the filters below to search by topic, department, type, or format. Mix and match as needed.
If you need help finding something, or aren’t sure exactly what you need (you just know you need *something*, send us a message and we’ll be happy to help!
A few examples to get you started
Select an option here, notice how the filters show up below, and customize as needed.
I need info on
For this department(s)
As a
in this format
Note: filters within the same dropdown have an or operator. Filters in different dropdowns have an and operator. Or will broaden (increase) your results. And will narrow (decrease) your results.
For example: This setup shows results that are client facing or customer service topics and are a checklist.
Showing 1 - 30 of 357 posts
Word
Checklist
Onboarding Checklist for New Managed Service Clients. Also called the “New MSA Client Checklist.”
Word
Checklist
Prepare all the accounts and setups for new employees
Word
Checklist
No matter how employees leave, the process is the same
Word
Checklist
When clients move to a new office, you play a key role
Word
Checklist
Dynamic ways to get prospective new clients in front of you.
Word
Checklist
Bring in your new clients right every time with a logical progression from sales to front office to service delivery. And it finished with client-facing training by a customer service rep or technician.