How it Works
1. Onboarding
- Your Relationship Manager is Assigned
- Your portfolio is uploaded on docketing platform
- Your reminder preferences are recorded and incorporated
- You’re all set up for an awesome service
- 3-5 days
2. Taking Off
- Check, correct and/or create docket entries corresponding to last two months’ emails
- Conduct docketing and other subscription services as per your package, and as per your specific preferences for 3 weeks
- Streamlining the process for you
- 21 days
3. Cruising
- All set, now, to cruise at high altitude with awesome 24×5, human customer service with your dedicated Relationship Manager
- Event/task reminders as per your preference to ensure you don’t miss a deadline
- Weekly reporting
- Ongoing