Internal Consultant Tool

nBOS™ Fast-Track Implementation

Consultant Onboarding Call — Survey

Completed by an nBOS™ Implementation Consultant during the scheduled 30-minute onboarding call. Do not share this survey with the client.

67%

Client Verification

0–5 minutes

Before beginning the call, review the client's completed Fast-Track Intake. Confirm the following information and document anything that needs clarification.

Confirmed Client Information

Client Full Name *

Business Name *

Consultant Name *

Onboarding Call Date *

Business Overview

Primary Business Offer

Website Domain

Number of Courses to Configure

Intake & Materials Review

Client Intake Review Status

Are the client's branding and website materials available?

Are the client's course materials available, if applicable?

Information Requiring Clarification

Do not spend the call reviewing individual website paragraphs, course lessons, or brand images. Identify missing materials and move forward.