We have a standard meeting early in the process for an initial strategy discussion. This takes place after we've received their onboarding information which includes what we need to setup any account on their behalf.
During that meeting we set aside about 15 minutes for phone verifications. We have all accounts where phone verification is required setup and ready in multiple tabs and then just zip through them with the client with us (or via the phone making sure they are at their business location since some verifications require a phone call to the business number).
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A review of your product or service posted by a Sterling Sky employee. This will also be shared on the Sterling Sky & LSF Twitter accounts, our Facebook group, LinkedIn, and both newsletters.
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