Some clients will complete an onboarding form at the start of their contract to help us understand how best to support them. HQ will let you know if one has been completed and will convert it into a Client Profile in Google Sheets, which will be shared with you via Slack.

Please make sure you keep this profile up to date as you get to know the client — including the suppliers they use, their preferences, and any key information that helps us deliver excellent support.

Keeping the profile current is especially important for holiday cover, so we can avoid asking the client for information they’ve already provided.