Business Concierge Onboarding
15-20 minute online webinar
Review client portal and overview of services
Where and how to sign into the portal. Go over phone and chat support hours.
Walkthrough of consult process
Discuss types of questions, typical consult timeframes, and expectations for consults and address any questions.
Detailed review of products and services
Our client support team will ask if there are any immediate needs and help get you any further details regarding any product or service.