Directions to office and a map with parking information
8
Contract for Review and Signing
9
Initial Kickoff Meeting:
10
Alert receptionst to expected guest(s)
11
Reception area and meeting room cleaned and client-friendly
12
Schedule on-line account access training session
Update status in CRM
Pre-meeting email, send belom items:
Welcome Email to Client
Welcome Package
Initial meeting agenda
Send new client questionnaire
Directions to office and a map with parking information
Contract for Review and Signing
Initial Kickoff Meeting:
Alert receptionst to expected guest(s)
Ideally this sound happen automatically with your calendar tool, but if not, you should alert the receptionst that a new client is coming in for their Kickoff Meeting and they should be extra nice.
Reception area and meeting room cleaned and client-friendly
