Connors Consulting Onboarding

1 on 1 review (15-20 mins) with our client support team.

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Review client portal and overview of services

Where and how to sign into the portal. Go over phone and chat support hours.

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Walkthrough of consult process

Discuss types of questions, typical consult timeframes, and expectations for consults and address any questions.

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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.