Service Bureau Onboarding Checklist

Make onboarding new EROs effortless and organized with this Service Bureau Onboarding Checklist.

This tool was built to help Service Bureaus track the entire setup process from start to finish, keeping you on top of key steps, deadlines, and compliance requirements. Instead of juggling emails, notes, and reminders, you’ll have one streamlined checklist to make sure no one slips through the cracks.

🔹 Why You’ll Love It:

• Brings structure and consistency to onboarding.

• Saves time by keeping all steps in one place.

• Helps maintain compliance while scaling your team.
  

Whether you’re onboarding one partner or managing dozens, this checklist ensures you stay efficient, compliant, and in control.

✨ Simplify the process. Stay organized. Scale with confidence.