Connors Consulting Onboarding

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


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.