At the first blush, it may seem that online editors are pretty much the same, but you’ll realize that it’s not that way at all. Having a powerful document management solution like DocHub, you can do far more than with standard tools. What makes our editor so special is its ability not only to promptly Black out line in New Client Onboarding Checklist but also to create documentation totally from scratch, just the way you want it!
In spite of its comprehensive editing capabilities, DocHub has a very easy-to-use interface that offers all the features you want at hand. Thus, modifying a New Client Onboarding Checklist or an entirely new document will take only a couple of moments.
Subscribe to a free trial and celebrate your best-ever document-related practice with DocHub!
(energetic music playing) - Hi, this is Karl with another SOP video for Managed Service Providers. You know one of the single most important checklists or to-dos that you can have in your company is the client onboarding checklist. So setting up a new client on managed services or cloud services. I have a couple of different checklists out there for this. So in the Managed Services Operations Manual, third volume on running the service department I cover this. Also in Cloud Services In a Month and to be honest in Managed Services In a Month. Theres a few different versions out there, but the bottom line is you should have a very, very consistent way of getting a new client on to your services. And theres several reasons for this. First of all, theres what they call the end peak rule. In other words, when you go into a clients office, whenever you have an interaction with them, theyre going to remember the end of that interaction, and theyre going to remember the high point