Client Onboarding

Business Details

• DBA: Roadside Rescue
• Contact: Sarah Jones (555-0101)
• Category: Towing
• Address: 123 Towing St, Phoenix, AZ

Onboarding Checklist

• AI incoming/outgoing tests (AI / Software Setup) Owner: Bob Brown
• Data sync setup (AI / Software Setup) Owner: Bob Brown
• Credentials (Towbook/AAA) (Customer Setup) Owner: Alice Williams
• Driver schedule (Customer Setup) Owner: Harsha
• Training schedule (Customer Setup) Owner: Harsha
• Account Owner (Sales/Relationship) (Internal Setup) Owner: Peter
• Completed
• Call forwarding
  Suresh
• Phone setup/number
  Alice Williams
• Pricing strategy/excel sheet shared
  Suresh
• Team assignment
  Peter

Business Details

• DBA: MetroLog
• Contact: Mike Brown (555-0102)
• Category: Logistics
• Address: 456 Freight Ave, New York, NY

Onboarding Checklist

• Driver schedule (Customer Setup) Owner: Suresh
• Team assignment (Internal Setup) Owner: Peter

Business Details

• DBA: Statewide
• Contact: Emily White (555-0104)
• Category: Towing
• Address: 321 Hook St, Miami, FL

Onboarding Checklist

Business Details

• DBA: Quick Haul
• Contact: Tom Davis (555-0103)
• Category: Towing
• Address: 789 Depot Rd, Chicago, IL

Onboarding Checklist