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