WESTEQ INC.
Post-quote onboarding

Client Onboarding Intake.

Tell us about your business, workflows, tools, and support needs so we can launch your Virtual Assistant Pod or Back Office Pod with the right structure from day one.

Estimated time: under 10 minutes · Progress saves when you click Save draft.

Onboarding Progress
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Section 1 of 10
Company Information
Tell us about your business and primary contacts.
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Section 2 of 10
Service Selection
Mirrors the Quote Builder scope. Auto-fills when handed off from an approved quote.
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Section 3 of 10
Current Pain Points
Select all that apply.
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Section 4 of 10
Tools and Systems
Tell us what you use today.
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Section 5 of 10
Communication Preferences
How should we stay in sync?
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Section 6 of 10
Approval Rules
Set guardrails for what Westeq can do on your behalf.
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Section 7 of 10
Security and Access
Access and confidentiality requirements.
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Section 8 of 10
First 10 Tasks
List the first tasks you want handled during onboarding. These can include recurring tasks, cleanup tasks, follow-ups, reporting, document organization, or workflow setup.
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Section 9 of 10
Reporting and Success Metrics
Define what success looks like.
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Section 10 of 10
Final Notes
Anything else we should know before kickoff?
Open
Document upload coming soon. You will be able to attach SOPs, brand guides, and reference files here.