ONBOARDING ONBOARDING ONBOARDING (Purpose: To gather the necessary information and preferences for starting work with a new client.) Business Information Name * First Name Last Name Business Name * Business Type: * Contact Person * Email * Phone (###) ### #### Address * Key Priorities What are the top three priorities you’d like me to focus on in the first month? * Are there any pressing deadlines or projects coming up? * Daily Operations What are your standard business hours? * Do you have a preferred time for regular check-ins or updates? * Tools & Access What software or platforms should I have access to? * Please provide any necessary login details * Client Interaction How would you like me to communicate with your clients/customers? * Are there any scripts or guidelines I should follow? * Thank you!
