Client Onboarding — RRFF Consulting

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Contact

Company Name

Primary Contact

Primary Email

Primary Phone

Billing Address

Preferred Sending Address

Sender Display Name

LinkedIn Profile URL

Calendar / Booking Link

When a lead responds, what happens?

How quickly do you follow up?

Who handles first contact?

Anything else we should know?

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Sign and return the Service Order. Once signed, we send your first invoice through Stripe and confirm your start date.
We finalize your lead list and email cadence and confirm your LinkedIn is connected.
Launch.
Periodic check-ins to review reporting, results, and optimize.