Open Forum

  • 1.  Onboarding

    Posted 01-10-2017 11:07 AM

    Members,

     

    Was wondering if anyone has and would share a checklist that they use for the on boarding process of new clients? The checklist would cover what questions to ask to make sure all customer expectations are met and the shop has all the information they need to insure all deliverables are taken care of.

     

    Please feel free to respond to me directly art brad@...

     

    Thank you,

    Brad

     

    Brad Salerno
    (214) 826-2244 x209
    | Brad@...
    www.tri-win.com | fax (214) 826-8834

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