Copy of Snippet "AR Onboard"

#onboardar
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>Date booked on the Velocity/Strat calendar:
>Onboarding Agent Name:
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MIGRATION
>What software are they migrating from? (What version)?
>What needs to be brought over?
>Who is the point of contact? (Is it different for training?)
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TRAINING
>What areas do you want training to focus on? Practice areas?
>Why did they buy Clio?
>What kind of billing do they do?
>Additional Notes (Eg. Specific Workflows, etc.)