New Account Kick Off Meeting
Welcome to Elite FI Partners! Let's Get Started Strong - New Account Kickoff Meeting
- 30 min30 minutes
- Online Meeting
Identifying who needs access to the various portals. Determining the level of access required for each team member. Discussing your preferred method of payment: ACH or mailing a check. Gathering necessary information from personnel who require access. Setting clear expectations for training sessions. Scheduling our next meeting using our convenient online scheduling tool.
P O Box 144, Cortaro, AZ 85652, USA