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Client Management

Internal Clients

 
  • Create/publish employment application
  • Employment application review/selection
  • Order/schedule background and drug testing
  • New hire reporting
  • New employee onboarding
    • Create/send new hire paperwork 
    • Create handbook
    • Create training materials
  • Create performance evaluations forms
  • Create/schedule employee engagement activities

External Clients

    • Assist with new client onboarding
      • create digital intake forms
      • create/send welcome packages
    • Set up scheduling/calendar software
    • Conduct client communications
    • Setup/maintain client contact lists (CRM)
    • Create/send customer surveys
      • sort/organize data from results of survey
    • Create/send client invoices
      • follow up on outstanding invoices
    • Order/send client welcome/referral gifts