Client Onboarding

We'll dive into a quick background of your business, how it was formed, the leadership system and team members, and the overall goals and mission of your company. 

We'll discuss the best ways to work with one another, preferred communication styles, effective means of bilateral communication, and in general, how you best do what you do.

This is information GOLD.

Operations and systems go hand in hand, so there may need to be provisioning and access to certain systems within your business. We'll discuss where I may need access and 'll walk you through how we'll make this as painless and efficient as possible.