We've released a new sign-up form to streamline our onboarding process for new clients.
Once the contract is signed, the client will receive a link to this form. When the form is submitted:
- All neccessary folders will be created automatically for our PM to start organizing the files.
- A TrueSight account will be created automatically. The client will receive a welcome email with instruction for next steps.
- The client will be added to the email list. This will ensure that you will receive all future announcements and updates.
While this is beneficial for new clients, it frees our PMs (your PM) time of setting up new accounts, hence having more time for you 😁