JD Reichenbach
Director of Sales @ Rho
15 Minutes
Check-In with Your Rho Account Manager
New Entity Setup with Rho.
Review of your new entity setup and account structure in Rho.
Intro call with your Account Manager.
Intro for your new admin and overview of account access and workflows.
Rho Account Credit Check-In
A quick check-in to review current credit and upcoming needs.
Rho Account Treasury Check-In
Review of recent activity and cash management setup.
Intro call with your Account Manager.
Intro for your bookkeeper and overview of reporting and workflows in Rho.
Connect on your Rho account.
Rho Account Check-in
A high-level check-in on your long-term plans and how Rho can support.
30 Minutes
Intro call with your Account Manager.
Intro to your dedicated Rho Account Manager and a quick overview of next steps.
Phone Call - 15min
Phone Call - 30min
JD's Cell: (215) 262 - 3310