Workshop Date:January 19, 2023
Presenter:Lori A Muñoz
Title:Client Onboarding Options for Resellers



This workshop looks closer at the available Onboarding Options for Resellers first announced 7/27/2022. We review the options, cost differences, ETAs and the process from request to completion. 



Agenda:

  • Why Use Onboarding?
  • The Options (Basic vs Advanced)
  • The Process (Request to Completion)
  • Materials
  • Q&A





 Watch: Workshop 15 - Client Onboarding Options for Resellers



























See Related Article: Onboarding Options For Resellers


See Related Article: Onboarding Request Form