New Client Onboarding
New Client Onboarding Specialist
Abhi Shukla
Adam Hartig
Apoorva Batra
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New Client Onboarding Date
Client's Phone
*
Decision Making and Communication
Who will be our main point of contact?
Job Title
Company Roles
Primary Contact
Secondary Contact
Decision Maker
Influencer
Advisor
Investor
Business Partner
Virtual Assistant
The Gatekeeper
The Keymaster
There is no Dana... Only Zuul
Other
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Contact's Supervisor
Name
Job Title
Phone
Email
Notes
Contact's Assistant
Name
Job Title
Phone
Email
Notes
Preferred Contact Methods
Any Way You Want It That's The Way I Need It
Phone Call
Text Message
Email
FB Messenger
Google Chat/Spaces
Morse Code
Semaphore
Telepathy
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Preferred Contact Days
Any Day
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Preferred Contact Time
Any Time
AM
PM
After Business Hours
Weekends