Client: Time Management
Client: Agency Assessment
Client: Training Topics
Agency Performance Program: Agency Assessment -New Client Onboarding Survey
What do we do with all this information?
Welcome to the APP family! 🎉 We want to walk you through our first steps so you know what to expect.
What is APP Doing Right Now?
- Grabbing the champagne and celebrating your agency's great decision! But after that...
- Setting up your client folder in our system
- Working on coordinating your billing
- Finding you and your agency on social media
- Preparing your welcome kit for departure to your agency
What Do We Need From You?
- Please provide us your billing information.
- Take the Welcome To Agency Performance Partners - Agency Assessment new client survey which covers:
- Agency Address
- Agency contact information for the Welcome Kit & Team Launch Folders
- General information about the agency
- Identification of your team leaders and their information
- Details on why you selected the Agency Assessment
If you have any questions on the survey please contact Kelly Donahue-Piro: email@example.com
If you have any questions on billing please contact Deanna Hotham: firstname.lastname@example.org