Thank you for your time on the phone for our strategy session. We’re really excited to be working with you and look forward to getting started.
In order for a smooth onboarding process, there are a few things to tick off the list before we can move forward.
Below is a standard list of access that we usually request from our clients. Please read it and action carefully as there is a lot of detail.
To keep track, use these tick boxes as you complete each item.
We recommend the use of LastPass(a free security management and sharing tool owned by LogMeIn / Citrix) to share any passwords securely. Please share with email@example.com ensuring that the password visibility and sharing is ticked as we may also share this securely with team members or partners that we work with.