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Type: Fill Checklist
The Client Onboarding process involves several key steps that facilitate the transition of a new client into the company's operations. This phase is crucial for establishing a strong foundation in the client relationship. Initial Assessment: An initial consultation or meeting is conducted to gather information about the client's needs and expectations. Contract Review: The terms and conditions outlined in the contract are reviewed with the client to ensure mutual understanding. Documentation Collection: Relevant documents, such as ID verification and any necessary permits, are collected from the client. Account Setup: A dedicated account is set up for the client, allowing them access to relevant information and services. Welcome Package: A comprehensive welcome package is provided to clients, detailing company policies, procedures, and contact information. This ensures a seamless integration into the business operations.
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