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Client onboarding pack (template)
welcome pack + questionnaire
Occurred
May 25
Type
document
The document Output Systems sends within 24 hours of contract signature. Contains: welcome letter, intake questionnaire (org chart, top 5 goals, top 5 fires, scorecard baseline questions), Loom video walkthrough link of the Command Center context they'll get, calendar invite for the first L10, and a shared drive folder link with editing permissions pre-set. Standardized in Q2.