Client Onboarding Packet
- May 12, 2021
From here you can view each section/page of the client onboarding packet, and/or download the PDF version.
- Next Steps
- Items Needed
- Donation Platform Access
- Sources, Citations & Surrogate Signer Instructions
- House File Management
- Delivery Reports and Test Emails
- Donation Platform Receipts
- Warming Up New Donors
- 10DLC