Who leads the FI Prep & FI Welcome Calls?

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Multiple Choice

Who leads the FI Prep & FI Welcome Calls?

Explanation:
Leading FI Prep and FI Welcome Calls centers on ownership of the onboarding conversation. The SC role is the one designed to coordinate onboarding tasks, schedule the calls, prepare materials, and serve as the primary point of contact for the new FI session. This makes the SC the natural lead for both the prep and the welcome call, ensuring everyone starts with a clear plan and aligned expectations. The other roles typically focus on different aspects: for example, CSS is geared toward ongoing client success after onboarding, while TSS and TSC handle technical support or coordination tasks rather than leading initial onboarding conversations.

Leading FI Prep and FI Welcome Calls centers on ownership of the onboarding conversation. The SC role is the one designed to coordinate onboarding tasks, schedule the calls, prepare materials, and serve as the primary point of contact for the new FI session. This makes the SC the natural lead for both the prep and the welcome call, ensuring everyone starts with a clear plan and aligned expectations.

The other roles typically focus on different aspects: for example, CSS is geared toward ongoing client success after onboarding, while TSS and TSC handle technical support or coordination tasks rather than leading initial onboarding conversations.

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