Explaining an onboarding process to a new client
- Caller
Hi, we're a small accounting firm and want to understand how your onboarding works from start to finish.
- Agent
Happy to walk you through it. Can you tell me the first step a new client takes with you?
- Caller
They send us their documents, then we review them, then we schedule a kickoff call.
- Agent
Got it. I'm putting that together as a flowchart now. I'll send the diagram to your email once the call ends.