Client Onboarding Portal
All Virtual Program
Our founder, Kevin Miller, will be guiding you step by step on what exactly to do in order to facilitate your client onboarding process for a better experience for us both.
This process will be updated regularly due to any major updates or changes in our system. Last system update was 11/23/2020.
The onboarding process takes around 60 minutes and requires some research, please leave adequate time for this.
It may take 60 minutes, but once it’s done… it’s done. No back and forth emails or stumbling for passwords further down the line.
If you have any questions or concerns please contact Kevin on Slack or via email at firstname.lastname@example.org
You Have Officially Completed
Your Onboarding Process!
Hope this was a very smooth and simple process, and always remember authenticity always wins!