Onboarding New SMB
The 3 places to enter the SMB Contact Name & Telephone?
What are ...
•Onboarding Document
•IEP Permanent Notes
•SMB Tracker
Where do we go to find the Workflows for Book Reviews?
What is...
The Team Broyles Sharepoint documents Monthly Cadence folder
The Due Date of the Document Request?
What is the 5th
The 4 Steps FOE does when onboarding a new SMB?
What are ...
Welcome Letter
Welcome Chat
Welcome Call
Add Permanent Note Template into IEP
When getting a new SMB where do you enter the note that you've sent the Welcome Letter?
What is...
What is the NOTES field on the Engagement Dash board screen in IEP
The Document Request Block Date if not received?
What is the 8th.
The 2 Steps BOE does when onboarding a new SMB?
What are ...
Document Request and Checklist
Add Monthly Service Delivery Template to IEP Notes
Once you send your document request when do you complete the checklist in book review?
What is...
Immediately!
What is to get Lead Approval.
The tab on the new SMB Onboarding Document (name 5 of 11).
What are the ...
FoBos Notes
IEP Notes
Welcome Letter
Overview
Business Overview
Banking Overview
Account and Settings
Balance Sheet
Profit and Loss
General Ledger
Chart of Account Listings
Once the book review checklist has been updated, what is the final step in the workflow?
What is...
Updating the SMB Tracker and Update the Monthly Note in IEP
Name of template for SMB who has all Auto Import Documents?
What is Monthly Document Acknowledgement Template.
Remove sentence from the Welcome Template regarding Reporting Package.
What happens when the SMB Box folder is missing from Cleanup and you are sending the Welcome Letter to new SMB?
What are...
Projects in IEP and what are Tasks in Book Review?
The component required at the bottom of each Document Template?
What is the list of checklist items of statements being requested.