SuiteDash

  1. Overview
  2. SuiteDash

Step One | Prospect Inquiry

Standard Operating Procedure (SOP) for Client Onboarding Process via Forms and Scheduling Objective This SOP outlines the detailed process for client onboarding, starting with un ...

Step Two | Onboarding Process

Objective: To ensure a seamless and professional onboarding experience for clients by efficiently managing documents, automating communications, and transitioning clients thro ...