{"id":8470,"date":"2021-05-12T09:31:16","date_gmt":"2021-05-12T13:31:16","guid":{"rendered":"https:\/\/www.asgroupinc.com\/?page_id=8470"},"modified":"2024-01-12T16:32:51","modified_gmt":"2024-01-12T21:32:51","slug":"client-onboarding-packet","status":"publish","type":"page","link":"https:\/\/www.asgroupinc.com\/client-onboarding-packet\/","title":{"rendered":"Client Onboarding Packet"},"content":{"rendered":"<p>[vc_row full_width=&#8221;stretch_row&#8221; equal_height=&#8221;yes&#8221; content_placement=&#8221;middle&#8221; css=&#8221;.vc_custom_1531912954736{margin-top: 0px !important;margin-bottom: 0px !important;padding-top: 95px !important;padding-bottom: 50px !important;background-color: #ffffff !important;}&#8221;][vc_column css=&#8221;.vc_custom_1531818384661{margin-top: 0px !important;margin-bottom: 40px !important;padding-top: 0px !important;padding-bottom: 0px !important;}&#8221;][vc_custom_heading text=&#8221;Client Onboarding Packet&#8221; font_container=&#8221;tag:h2|font_size:35px|text_align:center|color:%23181616|line_height:41px&#8221; use_theme_fonts=&#8221;yes&#8221; el_class=&#8221;font-weight-bold letter-spacing&#8211;1&#8243; css=&#8221;.vc_custom_1620826333743{margin-top: 0px !important;margin-bottom: 25px !important;}&#8221;][vc_row_inner][vc_column_inner width=&#8221;2\/3&#8243;][vc_column_text]From here you can view each section\/page of the client onboarding packet, and\/or download the PDF version.[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]\r<!-- radiantthemes-button -->\r<div class=\"radiantthemes-button hover-style-one  \"  data-button-direction=\"right\" data-button-fullwidth=\"false\" ><a style=\"\" class=\"radiantthemes-button-main\" href=\"https:\/\/www.asgroupinc.com\/wp-content\/uploads\/2024\/01\/ASG_Client-Onboarding-Package_2024.pdf\"  title=\"\" target=\"_self\"><div class=\"placeholder\">Download PDF<\/div><\/a><\/div>\r<!-- radiantthemes-button -->\r[\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;2\/3&#8243;]\r<!-- list -->\r<div class=\"radiantthemes-list rt715791307 element-one    \" >\n<ul>\n<li><a href=\"\/client-onboarding-packet\/next-steps\/\">Next Steps<\/a><\/li>\n<li><a href=\"\/client-onboarding-packet\/items-needed\/\">Items Needed<\/a><\/li>\n<li><a href=\"\/client-onboarding-packet\/donation-platform-access\/\">Donation Platform Access<\/a><\/li>\n<li><a href=\"\/client-onboarding-packet\/sources-citations-surrogate-signer-instructions\/\">Sources, Citations &amp; Surrogate Signer Instructions<\/a><\/li>\n<li><a href=\"\/client-onboarding-packet\/house-file-management\/\">House File Management<\/a><\/li>\n<li><a href=\"\/client-onboarding-packet\/delivery-reports-and-test-emails\/\">Delivery Reports and Test Emails<\/a><\/li>\n<li><a href=\"\/client-onboarding-packet\/donation-platform-receipts\/\">Donation Platform Receipts<\/a><\/li>\n<li><a href=\"\/client-onboarding-packet\/warming-up-new-donors\/\">Warming Up New Donors<\/a><\/li>\n<li><a href=\"\/client-onboarding-packet\/10dlc\/\">10DLC<\/a><\/li>\n<\/ul>\n<\/div>\r<!-- list -->\r[\/vc_column_inner][vc_column_inner width=&#8221;1\/6&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[vc_row full_width=&#8221;stretch_row&#8221; equal_height=&#8221;yes&#8221; content_placement=&#8221;middle&#8221; css=&#8221;.vc_custom_1531912954736{margin-top: 0px !important;margin-bottom: 0px !important;padding-top: 95px !important;padding-bottom: 50px !important;background-color: #ffffff !important;}&#8221;][vc_column css=&#8221;.vc_custom_1531818384661{margin-top: 0px !important;margin-bottom: 40px !important;padding-top: 0px !important;padding-bottom: 0px !important;}&#8221;][vc_custom_heading text=&#8221;Client Onboarding Packet&#8221; 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