How do I provide our company information to e-BAS Accounts?

At the beginning of our client on-boarding process, we get together with the potential client to discuss if we are both a good fit for one another. If it turns out that a lead would like to engage our services, we then proceed to part two of our onboarding procedure – gathering information about the client’s business. We do this so we can easily and quickly set up the client in our systems i.e. CRM, project management software and BAS Agent Portal. We use a form that we created in our Clickup acccount that is emailed to the client and can be completed online. Here is the link to that form for anyone who is interested in what that looks like.

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