Use this step-by-step list to guide you through the client onboarding process. Don't forget to complete your Property Onboarding Checklist along the way.
Print this checklist as a guide - date and initial each checkpoint as you build the clients' property folder.
Once completed, complete the online form to submit for approval. Upload the finalized document to the client's folder.
Print this stock list to assist you with the initial inventory and stock of a new unit.
Once completed, complete the online form to submit and upload the finalized inventory to the client's folder.
Use this email template to respond to all inquiries that do not already have a quoted amount.
If the lead has a generated quote, skip to Email Template #2.
Generate an offical quote or schedule an on-site quote. Complete the Client Quote Form to be emailed to the client in Email Template #2: Begin Services
Attach the completed Client Quote to Email Template #2 - This email includes the link to the Agreement and Onboarding Questionnaire