The ConServe Good Start Program

At ConServe, we prioritize a smooth and efficient onboarding experience for our Clients. To achieve this goal, we've established a comprehensive Good Start Program that outlines the necessary steps and timeframes required to begin work. One essential component of the program is the Scope of Work (SOW) call, a thorough interview that allows us to develop a comprehensive Client profile. This step ensures that all aspects of our business relationship are accurately communicated, outlined, and documented.

A Good Start with ConServe is as Easy as 1, 2, 3…

Stage 1

No Risk Contract

  • No Commitment
  • Simple Terms
  • Business Partners

Scope of Work (SOW)

  • Define Expectations
  • Review Collection Procedures
  • Data Management

Welcome Kit

  • SOW Summary Provided
  • Contact Information Exchanged
  • Complimentary Tools and Resources

Stage 2

Secure Access

  • Identify Key Personnel
  • Create Secure User ID & Passwords
  • Schedule Client Web Portal Training

24/7 ConServe Client Web Portal

  • Manage Accounts
  • Upload Accounts
  • Produce Reports & Documents

Plug & Play Placement Process

  • Upload Accounts 24/7
  • Immediate Acknowledgments
  • Accounts Placed Within 24 hrs.

Stage 3

Evaluations and Reporting

  • Set Performance Goals
  • Monthly Performance Dashboards
  • Quarterly & Annual Reviews

Effective Communication

  • Industry Leading Client Care Team
  • Newsletter & Regulatory Updates
  • Online Industry Resource Center

Complimentary Training

  • Free ConServe University Workshops
  • Free ConServe University Webinars
  • Access to Client Resource Center

Coffee's on us

Want to know more?

Schedule an appointment and coffee's on ConServe at our first meeting.*

*Valid for first time appointments with institutions looking to do business with ConServe.

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