Morgan Neumann
30 Minutes
- 30m
60 Minutes
- 60m
Client success check in
Excited to chat, let me know if there's anything top of mind you wanted to discuss!
- 15m
- 30m
Intro call with your Account Manager.
Intro to your dedicated Rho Account Manager and a quick overview of next steps.
- 30m
Rho Account Check-in
A high-level check-in on your long-term plans and how Rho can support.
- 30m
Connect on your Rho account.
- 30m
New Entity Setup with Rho.
Review of your new entity setup and account structure in Rho.
- 30m
Intro call with your Account Manager.
Intro for your new admin and overview of account access and workflows.
- 30m
Intro call with your Account Manager.
Intro for your bookkeeper and overview of reporting and workflows in Rho.
- 30m
Rho Account Credit Check-In
A quick check-in to review current credit and upcoming needs.
- 30m
Rho Account Treasury Check-In
Review of recent activity and cash management setup.
- 30m