Page 76 - Schooley Mitchell Discovery Day
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What We Do - Continued
Responsible for:
§ Onboarding clients for analysis
§ Fact Finding, documents gathering, account
authorizations
§ Act as a liaison between all parties
§ Add each client to SMARRT
§ Pursue additional cost categories
We are your super admins -Not just at the beginning, this lasts throughout the entire agreement of the client.
*Optional*
Discovery Day
