What We Believe #5: Slow Down for Onboarding
This is part 5 of the “What We Believe” series.
Read the intro here.
Read part 2 here.
Read part 3 here.
Read part 4 here.
Through our years of serving people, we have discovered that the manner by which they enter our firm sets the tone for the rest of our professional relationship. Sounds pretty important, doesn’t it? It is! You’ll find that we s-l-o-w d-o-w-n when we decide to bring you into our firm as a new customer.
There are many technical pieces to get into place, our team must coordinate to serve you, and we often have to contact government agencies to get things rolling. Proper entry into our firm takes time. There is no way around it.
We call all the steps taken to bring you into our firm our Onboarding Process. In effect, we are trying to get you on our boat the right way. We have assigned one team member, Melinda, to perform our onboarding for us. That is Melinda’s only task with our firm. She is very focused for a week or two on getting you set up properly and giving our technical team their marching orders. Then Melinda steps out of the way and lets the technical team take over in serving you.
Our New Customer Onboarder, Melinda Guillemette
You’ll find our onboarding process may be slower than other firms upfront. However, the time we take in getting off on the right foot will save you and us hours of time in correcting errors made in haste later. We truly are laser focused on this time of onboarding. So many things could go wrong, and we want to handle you with kid gloves. You are worth it!
So we ask for your patience. Bear with us as we slow down…ultimately for your best. We love to serve you WELL!
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