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Client Onboarding

Services include:

  • Prepare and send contract (provided by Business Owner)

  • Send “Welcome Email”, client intake form, and onboarding documents

  • Add clients’ information, details, signed contracts, and products or services chosen to your filing software system*

  • Setup and organize client labels in your inbox

  • Send automated scheduling tool for client’s “Kick Off” call

  • Add clients to your accounting/invoice software system

  • Send initial invoice

    - *Client Onboarding - One Time Project (Flat rate) = $250 *(up to 4 new clients in                 same month).

         Each additional client within same month = $75 per client

   - On-going support for Client Onboarding = $200 (up to 6 clients per month)

   - A La Carte Pricing available (call for details)

Starting at $250.00 and up

Back to Packages & Pricing Menu

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