In the event you leave a client a voicemail or schedule a time to do the onboarding with them, please use this sheet to complete the onboard call. 

CHECKLIST FOR ONBOARD CALL (check as you review) *
This site uses Google reCAPTCHA technology to fight spam. Your use of reCAPTCHA is subject to Google's Privacy Policy and Terms of Service.

Thank you! Your message was sent successfully.