General
Job Description
Role Description for Onboarding manager
Tracking
tracking sheet for onboarding manager
Communications
First Email Checklist
Onboarding - Instructions For sending the initial email to a new client
Second Email Checklist
Onboarding - Instructions for sending the second email to a new client
Onboarding Call with Client
format for initial onboarding call with new client
Account Setup
Account Setup
Instructions for setting up a new account in the software
Reputation Management Checklist
checklist of all reputation items we manage for clients and how to manage them
Google Business Profile Optimization Checklist
Instructions for optimizing google my business
Payments Checklist
instructions for sending payment links
