Onboarding Tasks
Written by Marissa Orsini
Updated at April 5th, 2024
Scope
Intended Audience: White Label Partners
This article outlines the best practices for onboarding new clients once they have signed on.
- Send Welcome Email
- CC/ACH Auth on File
Note: This step is REQUIRED before we can move forward with any other steps, including porting and onboarding. - Verify when service will start: Porting or ASAP
- Porting - Clients will not begin services until after port date
- ASAP - Client will begin services immediately with new numbers (temp numbers or no porting)
- Copy of phone bills dated last 30 days - Required for porting
- Customer Service Record (CSR) also recommended
- List of DID TFN being ported w/ notes for use (voice, fax, etc) - Required for porting
- If new DID what area code?
- List of users including first name, last name, preferred extension number, email, vm delivery type (phone/email) in extension form
- Hardware Provided by Us?
- Add tracking information & shipping cost.
- If not, list of hardware being used including: Extension assignment, make, model, mac address
- Schedule and complete onboarding call with client and/or channel partner
- Create billing account & add payment
- Submit porting form
- Create Domain
- Create DIDs
- Create Users
- Create AAs & Call Queues
- Route DIDs
- Provision E911
- Purchase/Add Hardware