Discovery Zoom/Call
Book this meeting so we can learn about your business & its needs so we can figure out how to help you.Engagement Review Call
We will review your engagement to solidify our invenvestment in your company.Onboarding Session
Book this meeting so we can review our teach stack with your, make sure your web browser is setup for success & get share access with your banking credentialsQBO Setup/Training
Book this appt time once you have completed your Onboarding Session & you have scheduled QBO Setup or Training as part of your ProposalNon-Client Meeting
1-2-1 Non-Client MeetingCustomer Satisfaction Call
Check in with cleint to see how their service is going, assist with any issues & see what other services they may need as their business grows.