Onboarding Process A-Z Training (START HERE: PART 2)

What is the first step in the onboarding process?

• Filling out a type form

• Sending a welcome email

• Scheduling a meeting

• Reviewing the client's credit report

Why is it important to get the client's information correct in the type form?

• To impress the client

• To save time

• To ensure accurate funding and credit repair

• To avoid legal issues

What should you do if a client does not have their proof of address ready during the call?

• Ask them to email it later

• Reschedule the call

• Ignore the requirement

• Proceed without it

What should you do after the client completes the type form?

• Call them to confirm details

• Schedule a follow-up meeting

• Send them a thank you note

• Send them a DocuSign agreement

What is the significance of the client's EIN number?

• It is used for tax purposes

• It verifies the client's identity

• It is required for credit repair

• It helps in establishing the business as the employer

How should you handle a client's identification document to ensure it is acceptable?

• Accept any photo they send

• Ensure it is clear, not blurry, and shows all four corners

• Only accept a scanned copy

• Ask for a notarized copy

What is the purpose of the DocuSign agreement in the onboarding process?

• To collect the client's financial history

• To formalize the funding agreement

• To verify the client's identity

• To provide the client with a receipt

What should you do if a client asks about the commission fee during the onboarding process?

• Tell them it varies

• Refer them to the website

• Avoid answering the question

• Explain the 20% commission fee clearly

Why is it important to have only one person in the team contact the client?

• To speed up the process

• To avoid miscommunication within the team

• To ensure the client feels comfortable and secure

• To reduce workload

What should you do if the client does not provide a middle name?

• Leave the middle name field blank

• Guess the middle name

• Look at their ID to find the middle name

• Ask the client to create a middle name