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Client onboarding A/B (During (Show them (Brochure, Team, Sample Planning,…
Client onboarding A/B
During
How I can help them
What I do to help them
What do they want help with
Show them
Brochure
Team
Sample Planning
Sample Binder
Explain the Process?
Before
Looking forward letter and what to bring
Confirmation
Materials to send out before
Explain the Process?
After
Letter from Samantha
How I help
call me will setup your online access
Touch base call Advisor
Misc
After 1st appt
Send nice to meet you letter and help you with
Action Items