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Incoming Taalk call
Alex Morgan
Head of Client Services
Topic
Client onboarding rolloutAgree the pilot scope, responsibilities, and timeline for the new client onboarding process.
Alex Morgan
Client onboarding rollout
Live transcript
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Client onboarding rollout Work
AI Summary
Alex and Nina agreed to pilot the new onboarding process with the Stockholm account team from Monday. The pilot covers new clients only; existing clients keep their current process. They’ll review the pilot before rolling it out to other teams.
Transcript
Alex MorganThe Stockholm account team can start on Monday. Can we test the new onboarding process with them first?
Nina BergYes. Let’s keep the pilot to new clients so we can see how it works without disrupting existing accounts.
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Nina Berg
Independent operations consultant
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Nina Berg
Independent operations consultant · taalk.to/nina
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Trent Smith
Founder & CEO
John Elvesjö
Co-founder & Board Member
Teodor Källman
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Marcelo Mogrovejo
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Anastasiia Dolgaia
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Viktor Wassdahl
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Grigor Hakobyan
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Amro Atta
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Adnan Muratovic
Developer
Ahmed Mohammed
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Vladislav Zhuravskii
Developer intern
Kiel Edwards
Developer intern
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