client onboarding forms alternative example options
s
shniley
as an agency, we should be able to change the 'example locations' in client on-boarding template forms, so they do not say Florida. using white label fulfillment, we would never share the white label Fulfillment process to our clients. we should be able to use our own agency greater location, region as examples. the cookie cutter standard Florida example can easily give us away and the potential to lose clients. it looks random to agency owners that don't tout having a big or existing in house team. everything is about positioning, and it doesn't allow for strong position if we don't position ourselves with such an internal team of specialists, then get questioned about it if our address isn't in Florida. random yes. a 1 or 2 persona team that has no affiliation with Florida and a client that may be skeptical would wonder why not use our state, location as an example. something to put out there to those that are starting out trying to build clientele.