New customer invitation? Get off to the right start

Guide to onboarding with new customers

Tools Archives ServiceChannel 2024-10-23

Make a good first impression when you receive a new customer invitation.

Getting an invitation to join a provider network is exciting. It means you've been selected based on your reputation and capabilities.

Getting started

Here's what to do: To make it easy on yourself, simply select Accept and follow the onboarding steps.

Construction Worker On-Site Repairing condensor

Time-saving tip: Your customer will be notified automatically of your progress. To make a good first impression, consider sending your new customer a thank you note with an introduction to yourself and staff. Mention your unique skills and experience to let them know that choosing you for their network was the right choice.

Learn more in ServiceChannel University for detailed guides on the onboarding process.

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