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Client Intake Agent
Collects new client data and opens their internal admin file
Operations

Receives new clients, collects required data and documents, verifies completeness, then opens their internal file and hands it to the team before service starts — focused on the admin side, not walking the customer through first use.

  • Collects data
  • Verifies completeness
  • Opens client file
  • Sends confirmation
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2. About your company
3. Contact

We respond within 24h with a detailed proposal.