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New client onboarding process
1.
How did we do keeping you informed about the new client onboarding process?
Very well, a lot of information but I knew what to expect every step of the way
Somewhat informed, a few things weren't explained but we got there
Not well, I had no idea what to do or what to expect most of the time
2.
Did you complete all of the key integration steps? Check all steps completed.
Intake call to confirm my responses to agent profile form and properly set up my account
Technology integration for Redx/Landvoice/Vulcan, Calendar integration
Introductory session with our Success Strategist - Best practices to ensure ROI with our program
Mandatory New Client Onboarding Live Webinar - Understanding Real Agent Pro processes and policies
3.
Did you get a chance to review your account with the Team Lead from the prospecting team assigned to your account?
Yes
No
I don't know/ Not sure
4.
Do you have any questions or unresolved problems?
5.
What's working well that we should keep doing?
6.
Do you know to contact support@realagentpros.com for 100% of questions, comments or concerns?
Yes
I do now
7.
Your name or email so we can respond to any issues or concerns.