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Client Onboarding Checklist (Internal)
An internal team checklist for onboarding new clients consistently. Covers retainer agreement signed, payment received, client portal access created, welcome kit sent, intake form collected, initial document request sent, file opened in case management system, team member assigned, and first status update scheduled. Ensures no onboarding step is missed regardless of which team member handles it.
Included in AnyImmi Bundle
This item is part of the Module B: Client Experience & Trust category. Get instant access when you purchase any AnyImmi bundle plan.