Closing process checklist
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Last Update 4 jaar geleden
- Finalize service package
- Pass data compliance if apply
- Contract draft
- Contract review
- Send contract over/Request assistant to send over the contract
- Verify the client finished registration
- Submit a ticket to kick off client onboard welcome email
- If the client has any questions, make sure to guide them to the customer support team. (If you are interested in taking on some customer support work for more compensation or personal growth, submit a request here)