The onboarding call is the most crucial part of your journey with countX, and it is very important to dedicate 45 minutes to 1 hour to this call. Ensure you have activated access to the Client Portal and are able to share your screen during the call.
During the onboarding call, you will:
- Meet your main contact at countX and learn how we will work together.
- Cover important details such as handling takeovers and registrations, communication rules, and the importance of uploading your sales and purchase prices to the Client Portal.
- Receive a comprehensive demonstration of how to use the Client Portal.
- Have the opportunity to provide feedback to help us improve our services.
- Get answers to any questions you may have.
This call is designed to ensure a smooth and efficient partnership, setting the foundation for successful collaboration.