Specialist — Stage 1 Onboarding

Stage 1 Onboarding

This guide outlines the full Stage 1 Onboarding workflow for Fectiv Partner Specialists. It explains how to assign new customers from the dashboard, initiate communication using the Stage 1 script, verify submitted content through the Customisation Inbox, and prompt customers to officially start their project. By following this structure, Specialists establish trust early, maintain clear and confident communication, and ensure a smooth transition into Stage 2: Draft.

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