Book an Onboarding Tara Miears August 02, 2021 17:38 Updated Follow Consulting Onboarding - Discover everything you have access to to lower risk in your business! 1 on 1 review (15-20 mins) with a client support specialist. Review client portal and overview of services Where and how to sign into the portal. Go over phone and chat support hours. Walkthrough of consult process Discuss types of questions, typical consult timeframes, and expectations for consults and address any questions. Detailed review of products and services Our client support team will ask if there are any immediate needs and help get you any further details regarding any product or service. Related articles Background Check Quote Process Comments 0 comments Please sign in to leave a comment.