Onboarding and Conversion Processes

At a minimum what does a cliet need to have set up prior to going live

What is the client's timeline during onboarding?

If a client asks for pricing on conversion costs who do you direct them to?

What website do we use to get remotely connected?

When entering in payroll settings what does "end of first payroll period" entail?

What does not come over in a product conversion?

If you cannot reach a client within 2-3 weeks what should your first step be?

Where should all your notes be logged for your clients

What are the best ways you can communicate with a client?

Any data edited/changed in the sandbox will come over when the conversion is complete

What does Salary or Commission entail?

If a client is passed 60 days but is engaged with you should you abandon them?

What does the kick off call entail?

What is the alternate Site to use if clients are having trouble getting to remoteme123.com

If your client only deductions from specific employees for shop costs how would you enter this

Where does the meevo2 link come from per client?

Can Clients Schedule there own appointments with us?

Where do you enable online booking?

If a client went live a few days ago and is now calling you and you are busy what do you do?

If a client is looking to enter in shop deductions for all employees what settings will they do

Can we get remotely connected to Phones, IPads and Surface Pro's?

If you have a scheduled appointment with a client and they do not answer what should you do?

What is a Meevo Sandbox?

What does Salary and Commission Entail?

How often should you contact a client?

When a client goes live who will be their main point of contact

What platform do our clients use to schedule their own appointments with us?

What are the follow ups for?

If a new client is unresponsive how often should you follow up?

If you see a Basic Conversion on a quote what does that entail?

If a client is over 60 days and unresponsive what happens before you abandon the client?

Who's responsibility is it to export data from previous software

What is the first step of the onboarding process?

If a client is still having trouble with remoteme123.com what can we try?

What should be your first response when a client mentions they would like to cancel?

For a client conversion, does history or appointments convert over to Meevo2?

Where will your client list be located?

when booking appointments for clients in a different time zone how would you word this?Examples