New Client Checklist Days 1-10

Best Agent Business

Client Name - ______

Checklist Completion Date - ______

The Day 1-10 Checklist is an important step to ensure that all required tasks and documents have been completed and returned. In order to move forward with any service, you must complete all tasks on this checklist. If you have any questions or concerns regarding the checklist or our process here at Best Agent Business please contact [email protected]. Once you’ve completed this checklist, please email the document to your assigned Key Assistant or to the Client Success Team if you have not been assigned a Key Assistant.

Note: Please ensure you always have your checklist in front of you when you are speaking with someone at Best Agent Business. Please advise that per your signed service agreement you agreed to dedicate 2 hours/weekly to Best Agent Business for completing all projects.

Checklist Item Details Date Completed Client Welcome Email Please read client welcome email and reply with answers to the questions provided. Client Newsletter Please follow instructions to sign up for Client Newsletter. (This will be from A-weber) New Client Welcome Survey Please complete and submit the new client welcome survey. This required before we can move forward. Welcome Call This call will be with your Key Assistant or the Client Success Team and will be a basic intro. We will also schedule your new client kick off call. Review Please review the previous items and ensure all is completed before your kick off call. Please write down any questions or concerns you may want to discuss on your kick off call.

Client Success Team Phone Number: 240-479-2711 - Text: 240-720-7252 http://bestagentbusiness.wikispaces.com/Client+Management [email protected] New Client/Lead Management Attend new client kick off call. The client kickoff call Kick Off will be with your Key Assistant or Client Success team and Lead Management Team. Schedule weekly Key Assistant If you are assigned a Key Assistant you will need to call (if applicable). schedule your weekly call with your KA. This is typically done during your kick off call. Kick off call agenda Please review your initial agenda and reply to confirm you received it. Your agenda will have detailed information on the action items assigned to you and each team. Weekly Key Assistant call (if Please ensure you attend your weekly Key Assistant applicable) call. This call will be a set day and time every week for you to connect with you Key Assistant. Weekly check in email from If you are not assigned a Key Assistant you will be Client Success Team (if receiving a weekly email from the Client Success applicable). Team. This is to ensure you receive assistance with any questions or concerns you may have. 1st Weekly call agenda Please review your 1st agenda based on your weekly call and reply to confirm receipt. Team kick off emails Please read and reply to all team emails to ensure team kick off calls are scheduled. Review Please ensure all requested information including the team kick off documents are returned before your scheduled call with the team.

Note: Please be sure to return all required documents to the appropriate team. If you have been assigned a Key Assistant you will always copy them on all communication to other teams. If you are assigned to the Client Success team you will copy all communication to [email protected].

Client Success Team Phone Number: 240-479-2711 - Text: 240-720-7252 http://bestagentbusiness.wikispaces.com/Client+Management [email protected]