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Must-have's for your new customer welcome pack

Must-have's for your new customer welcome pack

UTILMATE USER TALK FORUM - Thursday 10 November 2022, 10am - 11 noon (AEST)
Auckland 1pm, Brisbane, Sydney & Melbourne 10am, Perth 8am
US & Canada (EST) Wednesday 9 November 7pm,  UK (GMT) Thursday 10 November, midnight

What to include in your new customer welcome pack.

Acquiring a new customer should be a happy moment, right? Because it means that your new customer has put their trust in your company.  As we talk with service providers like yourself, it's clear that what the regulators expect you to disclose to a new customer, and what your new customer wants to know, is confusing and unclear.

The good news is that miscommunication during this beginning part of your new customer onboarding process is completely avoidable. A welcome pack is a fantastic way to introduce new customers to your business.

Join us as Mike Thorne (Utilmate) and Pritish Naik Salgaonkar (Compliance Quarter) explain what you need to include in your new customer welcome packs and the consequences of not providing one.

 

Forum links

Compliance Quarter - Welcome Pack presentation slide. 

If you have any compliance questions you need answered, please contact Pritish directly.

Pritish Naik Salgaonkar
General Manager: Energy Regulation & Compliance
Compliance Quarter
www.compliancequater.com.au
Level 2, 19 Brisbane Water Drive, Koolewong NSW 2256
Phone: 02 8001 6664
Email: info@compliancequarter.com.au

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