The ConServe Good Start ProgramⓇ
At ConServe, we prioritize a smooth and efficient onboarding experience for our Clients. To achieve this goal, we've established a comprehensive Good Start Program that outlines the necessary steps and timeframes required to begin work. One essential component of the program is the Scope of Work (SOW) call, a thorough interview that allows us to develop a comprehensive Client profile. This step ensures that all aspects of our business relationship are accurately communicated, outlined, and documented.
A Good Start with ConServe is as Easy as 1, 2, 3…
Stage 1
No Risk Contract
- No Commitment
- Simple Terms
- Business Partners
Scope of Work (SOW)
- Define Expectations
- Review Collection Procedures
- Data Management
Welcome Kit
- SOW Summary Provided
- Contact Information Exchanged
- Complimentary Tools and Resources
Stage 2
Secure Access
- Identify Key Personnel
- Create Secure User ID & Passwords
- Schedule Client Web Portal Training
24/7 ConServe Client Web PortalⓇ
- Manage Accounts
- Upload Accounts
- Produce Reports & Documents
Plug & Play Placement Process
- Upload Accounts 24/7
- Immediate Acknowledgments
- Accounts Placed Within 24 hrs.
Stage 3
Evaluations and Reporting
- Set Performance Goals
- Monthly Performance Dashboards
- Quarterly & Annual Reviews
Effective Communication
- Industry Leading Client Care Team
- Newsletter & Regulatory Updates
- Online Industry Resource Center
Complimentary Training
- Free ConServe UniversityⓇ Workshops
- Free ConServe UniversityⓇ Webinars
- Access to Client Resource Center
