On-Boarding Call Check List

Client Name *

Days Required / Booked *

Introduction: Introduce yourself to the customer *

What research have you already carried out *

Mention key points from Operational Call *

Review of the script Is the Client happy with the script, is there any additional wording needed *

Warm Lead Follow Ups: Has an email account been set up? *

If they are following up, clarify who we are to contact? *

If appointments are to be booked, confirm this on the calendar - How? *

Clarify lead criteria What does a good lead look like? (copy) *

Is there a time frame for the service need? *

Does the company need to be certain size? *

Does the call / follow up need to be with someone of a certain level / position? *

Do they need to have a certain number of employees? *

Customer Contact How often would they like contact? *

Are they happy for a weekly call? Or is a weekly rundown email preferred? *

Confirm who is receiving the leads and reports *

Next Steps: Confirm Dates for the campaign, book in review call now if possible. *

Next Steps: Confirm Dates for the campaign, book in review call now if possible. (copy) *

Let the client know when you will next be in touch. Detail date below. *

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