Onboarding Operations
The Onboarding Operations section details the processes required to successfully set up new client accounts. It includes document verification, system setup, and initial case preparation to ensure clients are ready for dispute processing. This section helps prevent delays, ensures compliance, and creates a smooth transition into active service.
Keywords: onboarding, document verification, ID requirements, portal creation, DisputeFox setup, client intake, onboarding workflow, client setup
Role Overview
This page outlines the full scope of the Onboarding Specialist role — what you're responsible for...
Process Flowchart
This page maps the complete onboarding process step by step — from the moment a client pays to th...
Onboarding Requirements
This page details every document required to onboard a client legally and correctly — including w...
Core Processes
This portion will contain the process guides for the Onboarding department.
ORT-Done Tagging Protocol — Marking Onboarding Complete in GHL
Why this page exists: Clients were not being tagged properly after onboarding completion, c...
Onboarding Callers — Availability and Hours
Overview This page answers a recurring team question: what hours are our onboarding callers avail...
Post-Consultation Onboarding Callback SOP — 10–15 Minute Handoff
Overview When a client books a consultation and the call wraps successfully (sale closed or servi...