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Onboarding Tasks

Scope

Intended Audience: White Label Partners

This article outlines the best practices for onboarding new clients once they have signed on.

  1. Send Welcome Email
  2. CC/ACH Auth on File Note: This step is REQUIRED before we can move forward with any other steps, including portin****g and onboarding.
  3. 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)
  4. Copy of phone bills dated last 30 days - Required for porting
    • Customer Service Record (CSR) also recommended
  5. List of DID TFN being ported w/ notes for use (voice, fax, etc) - Required for porting
    1. If new DID what area code?
  6. List of users including first name, last name, preferred extension number, email, vm delivery type (phone/email) in extension form
  7. Hardware Provided by Us?
    • Add tracking information & shipping cost.
    • If not, list of hardware being used including: Extension assignment, make, model, mac address
  8. Schedule and complete onboarding call with client and/or channel partner
  9. Create billing account & add payment
  10. Submit porting form
  11. Create Domain
  12. Create DIDs
  13. Create Users
  14. Create AAs & Call Queues
  15. Route DIDs
  16. Provision E911
  17. Purchase/Add Hardware