Caller asks for the onboarding process
- Caller
Hi, I'm a new client. Can you tell me how onboarding works?
- Agent
Of course. Let me pull up our onboarding document. One moment.
- Agent
Onboarding has three steps: a kickoff call in week one, account setup in week two, and a go-live review in week three. Want me to send you the diagram by email?
- Caller
Yes, please. My address is sam at northpeak dot co.
- Agent
Done. The diagram is on its way to sam at northpeak dot co.