Client Onboarding via WhatsApp Business
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Questions and Answers

What is one of the primary benefits of using Whatsapp Business for client onboarding?

  • It automatically replies to client messages.
  • It provides keyboard shortcuts for frequently sent messages. (correct)
  • It allows users to send audio messages.
  • It integrates seamlessly with email accounts.

    • What should clients do to acknowledge the terms and conditions?

  • Reply with 'Ack'. (correct)
  • Send an email to customer support.
  • Fill out an online form.
  • Call the office to confirm.

    • Which of the following actions is recommended concerning the client's resume?

  • Mobius provides a resume rebuild service. (correct)
  • The client must send a brand new resume every week.
  • Clients should never share their resume online.
  • Clients must keep their resume format exactly the same.

    • What should clients create and share with Mobius for job applications?

    <p>A custom Gmail account.</p> Signup and view all the answers

    What does the client need to do if they cannot provide feedback on jobs within 24 hours?

    <p>Choose to move jobs to the 'Apply' tab or wait for approval.</p> Signup and view all the answers

    What is the expected response time for messages to clients, unless marked urgent?

    <p>4-6 hours</p> Signup and view all the answers

    Which message indicates the introduction of a custom support feature?

    <p>Welcome Message 4</p> Signup and view all the answers

    Which document must clients ensure is attached when sending their welcome message?

    <p>The onboarding guide.</p> Signup and view all the answers

    What must a client do before receiving the initial list of jobs?

    <p>Acknowledge the T&amp;Cs</p> Signup and view all the answers

    Which of the following is NOT a criterion for the application tracker?

    <p>Years of Experience</p> Signup and view all the answers

    What is the timeline for sending the initial list of jobs after the client intake form?

    <p>24-48 hours</p> Signup and view all the answers

    Who leads the application delivery team?

    <p>Karah</p> Signup and view all the answers

    What should a client do if they want to edit the search criteria?

    <p>Provide feedback on the initial list</p> Signup and view all the answers

    What action should be taken if a client has not acknowledged the T&Cs after 24 hours?

    <p>Follow up and remind them</p> Signup and view all the answers

    What free service is offered to clients regarding their resumes?

    <p>A 15-minute consultation with Ashwin</p> Signup and view all the answers

    Which phrase is associated with the follow-up message to clients who haven't approved jobs?

    <p>Let us know if they’re good to go</p> Signup and view all the answers

    What should be done if an Easy Apply job does not have an alternative link on the company's careers website?

    <p>Skip the job and mark it as 'Easy Apply'.</p> Signup and view all the answers

    What options do clients have for providing answers to specific application questions?

    <p>They can input in either the remarks column or a new column.</p> Signup and view all the answers

    How does the weekly job application process begin?

    <p>By starting applications immediately.</p> Signup and view all the answers

    When can clients expect updates about the jobs applied to on their behalf?

    <p>At the end of the week.</p> Signup and view all the answers

    What is advised if a resume needs an updated email?

    <p>No need to change the email on the resume.</p> Signup and view all the answers

    What should clients do regarding the cover letter for applications?

    <p>Leave the cover letter blank if not required.</p> Signup and view all the answers

    What is the purpose of marking a job as 'Easy Apply' in the tracker?

    <p>To track jobs that have immediate application options.</p> Signup and view all the answers

    What day do clients receive a new set of jobs for the upcoming application cycle?

    <p>Every Friday.</p> Signup and view all the answers

    What should a client do if they have feedback on the job list before the application cycle?

    <p>Provide feedback as soon as possible for edits.</p> Signup and view all the answers

    What action is suggested if a client has no response after 24 hours?

    <p>Send a follow-up email asking for the client's approval.</p> Signup and view all the answers

    What is the purpose of reaching out to a client with a heads-up after approving the tracker?

    <p>To notify them of the application’s progress and any updates.</p> Signup and view all the answers

    If a company reaches out for an interview, what should the client check?

    <p>Their email using provided credentials for interview scheduling.</p> Signup and view all the answers

    What is the recommended course of action if a client wants to cancel their application?

    <p>Follow a provided guide on the cancellation process.</p> Signup and view all the answers

    How should clients respond to the FAQ about including cover letters in their applications?

    <p>Clients must craft their own cover letters and submit them.</p> Signup and view all the answers

    What email practices are mentioned regarding account creation for job applications?

    <p>Utilizing a client's custom email for signing up on job platforms.</p> Signup and view all the answers

    What should clients do if they encounter issues regarding refunds?

    <p>Refer to the attached refund process and policy.</p> Signup and view all the answers

    What is the purpose of checking in regarding email credentials?

    <p>To ensure a dedicated email is used for applications</p> Signup and view all the answers

    Which of the following should NOT be included in the daily update?

    <p>Jobs applied that are now expired</p> Signup and view all the answers

    What should be done if additional information is needed for a job application?

    <p>Notify the applicant of the requirement</p> Signup and view all the answers

    How frequently should updates be sent on resumes and job applications?

    <p>Daily from Tuesday to Thursday</p> Signup and view all the answers

    What should you do if you have successfully applied to a number of jobs by Friday?

    <p>Send a summary with the number of applications</p> Signup and view all the answers

    What type of updates are provided during the ‘Done applying every Friday’ communication?

    <p>Details of applications needing clarification</p> Signup and view all the answers

    Which information is essential to provide in a weekly update?

    <p>The link to the tracker for application status</p> Signup and view all the answers

    Why is it important to sort the list of job applications?

    <p>To follow a standard format for communication</p> Signup and view all the answers

    Clients are advised to create and share a personal Gmail account for job applications.

    <p>True</p> Signup and view all the answers

    The expected response time for messages is 2-3 hours unless marked urgent.

    <p>False</p> Signup and view all the answers

    Clients must acknowledge the T&Cs by replying with 'Yes' to proceed.

    <p>False</p> Signup and view all the answers

    Mobius offers a service to help clients completely overhaul their resumes.

    <p>True</p> Signup and view all the answers

    Clients must send an updated resume before they receive the onboarding guide.

    <p>False</p> Signup and view all the answers

    A custom support chatbot has been launched to assist clients with their questions.

    <p>True</p> Signup and view all the answers

    Clients should not send feedback within 24 hours of receiving the job list.

    <p>False</p> Signup and view all the answers

    Clients are recommended to attach their resume file when sending their second welcome message.

    <p>True</p> Signup and view all the answers

    Clients can cancel or pause their subscription at any time.

    <p>True</p> Signup and view all the answers

    The initial list of jobs will be sent out before the client acknowledges the terms and conditions.

    <p>False</p> Signup and view all the answers

    Job titles in the application tracker can include only one job title per application.

    <p>False</p> Signup and view all the answers

    The application delivery team is led by Karah.

    <p>True</p> Signup and view all the answers

    Clients should wait for 72 hours before following up on the acknowledgment of T&Cs.

    <p>False</p> Signup and view all the answers

    A free 30-minute consultation is available for clients to review their resumes.

    <p>False</p> Signup and view all the answers

    Clients can provide feedback on the job list after their applications have been submitted.

    <p>False</p> Signup and view all the answers

    It is essential for a client to provide must-have keywords for both Job Title and Job Description.

    <p>True</p> Signup and view all the answers

    A custom email is required for proceeding with an application.

    <p>True</p> Signup and view all the answers

    Daily updates should include applications marked as easy apply.

    <p>False</p> Signup and view all the answers

    Clients receive a weekly update about the jobs they have applied to on Fridays.

    <p>True</p> Signup and view all the answers

    Job titles and companies for updates can be invented.

    <p>False</p> Signup and view all the answers

    All jobs applied to must be included in the weekly update.

    <p>False</p> Signup and view all the answers

    Clients are notified only about successful applications in daily updates.

    <p>False</p> Signup and view all the answers

    Clients can access the tracker to check the status of their job applications.

    <p>True</p> Signup and view all the answers

    The update for each job application must include information on easy apply jobs.

    <p>False</p> Signup and view all the answers

    Clients are encouraged to add jobs to their application tracker.

    <p>True</p> Signup and view all the answers

    A positive response from a client guarantees immediate application processing without any further checks.

    <p>False</p> Signup and view all the answers

    If a client has feedback after 24 hours, they should automatically proceed with the application.

    <p>False</p> Signup and view all the answers

    Clients should use their custom email to create job application accounts on platforms like Indeed and Dice.

    <p>True</p> Signup and view all the answers

    Clients must send a cover letter for every application to ensure they are considered.

    <p>False</p> Signup and view all the answers

    Clients receive their new set of jobs for the upcoming application cycle on Mondays.

    <p>False</p> Signup and view all the answers

    A client checking their email for interview availability is a common procedure after a company reaches out.

    <p>True</p> Signup and view all the answers

    The refund process and policy are provided to clients only when they request a refund.

    <p>True</p> Signup and view all the answers

    The Easy Apply option is exclusive to LinkedIn and cannot be found on the company's careers website.

    <p>True</p> Signup and view all the answers

    If a client needs to change the email on their resume, they should update it before sending it.

    <p>False</p> Signup and view all the answers

    Clients are required to provide answers to specific application questions in a designated column.

    <p>True</p> Signup and view all the answers

    Weekly job applications are typically completed by Saturday.

    <p>False</p> Signup and view all the answers

    Clients must submit a cover letter for every job application.

    <p>False</p> Signup and view all the answers

    Clients must acknowledge the terms and conditions within 24 hours to proceed.

    <p>False</p> Signup and view all the answers

    Clients are informed about job applications they've submitted on their behalf.

    <p>True</p> Signup and view all the answers

    Clients can add a column for answers to questions if they prefer that format.

    <p>True</p> Signup and view all the answers

    Clients are advised to create and share a personal Gmail account for job applications.

    <p>True</p> Signup and view all the answers

    The expected response time for messages is 2-3 hours unless marked urgent.

    <p>False</p> Signup and view all the answers

    Clients must acknowledge the T&Cs by replying with 'Yes' to proceed.

    <p>False</p> Signup and view all the answers

    Mobius offers a service to help clients completely overhaul their resumes.

    <p>True</p> Signup and view all the answers

    Clients must send an updated resume before they receive the onboarding guide.

    <p>False</p> Signup and view all the answers

    A custom support chatbot has been launched to assist clients with their questions.

    <p>True</p> Signup and view all the answers

    Clients are not required to send feedback within 24 hours of receiving the job list.

    <p>True</p> Signup and view all the answers

    Clients are recommended to attach their resume file when sending their second welcome message.

    <p>True</p> Signup and view all the answers

    Clients can cancel or pause their subscription anytime without any complications.

    <p>True</p> Signup and view all the answers

    An initial list of jobs can be sent out before the terms and conditions are acknowledged by the client.

    <p>False</p> Signup and view all the answers

    Clients need to create a custom email to help with their job applications.

    <p>True</p> Signup and view all the answers

    Clients must send an updated resume after they receive the onboarding guide.

    <p>False</p> Signup and view all the answers

    Weekly updates should only include jobs that have been successfully applied for.

    <p>False</p> Signup and view all the answers

    The client can create their own account on Indeed using their custom email address.

    <p>True</p> Signup and view all the answers

    Clients are advised to check emails for updates every Tuesday and Thursday before 8PM PST.

    <p>True</p> Signup and view all the answers

    A custom support chatbot has been established to assist clients with their inquiries.

    <p>True</p> Signup and view all the answers

    Feedback is expected from clients within 48 hours of sending the initial job list.

    <p>False</p> Signup and view all the answers

    Clients do not need to provide any additional information if a job application requires it.

    <p>False</p> Signup and view all the answers

    Clients are advised to send feedback about the job list within 48 hours of receiving it.

    <p>False</p> Signup and view all the answers

    Mobius offers to craft cover letters for clients as part of the job application process.

    <p>False</p> Signup and view all the answers

    The weekly update includes details of interviews or connections scheduled for the client.

    <p>True</p> Signup and view all the answers

    If a client does not approve the jobs within 24 hours, they are followed up to check for updates.

    <p>True</p> Signup and view all the answers

    Clients will receive a reminder to apply for jobs if they have not responded after a day.

    <p>True</p> Signup and view all the answers

    The expected response time for messages to clients is 5-6 hours unless marked urgent.

    <p>False</p> Signup and view all the answers

    All job applications should be marked as 'Easy Apply' in the tracker.

    <p>False</p> Signup and view all the answers

    Clients are encouraged to keep both an updated resume and cover letter ready for job applications.

    <p>True</p> Signup and view all the answers

    Clients are encouraged to add jobs they prefer to their application list.

    <p>True</p> Signup and view all the answers

    Clients are expected to respond to messages within a timeline of 8-24 hours.

    <p>False</p> Signup and view all the answers

    Clients should perform a check-in for email credentials before applying for jobs.

    <p>True</p> Signup and view all the answers

    The cancellation procedure includes contacting Mobius directly for assistance.

    <p>False</p> Signup and view all the answers

    Clients can check their email using the credentials provided by Mobius when they receive an interview request.

    <p>True</p> Signup and view all the answers

    Clients are not allowed to see the refund process until they formally request a refund.

    <p>False</p> Signup and view all the answers

    Clients must change the email on their resume if they create a new email.

    <p>False</p> Signup and view all the answers

    The job application process updates are provided every Monday.

    <p>False</p> Signup and view all the answers

    It is necessary for clients to provide answers to specific questions if required by the job application.

    <p>True</p> Signup and view all the answers

    Cover letters are included in applications if they are not explicitly required.

    <p>False</p> Signup and view all the answers

    Clients will receive job application updates by the end of each week.

    <p>True</p> Signup and view all the answers

    Clients can add a column for their answers in the tracker.

    <p>True</p> Signup and view all the answers

    Clients are expected to acknowledge the terms and conditions within 24 hours to proceed.

    <p>False</p> Signup and view all the answers

    Jobs exclusive to LinkedIn with an 'Easy Apply' option do not require alternative links.

    <p>True</p> Signup and view all the answers

    Study Notes

    Welcome and Onboarding Messages

    • Use WhatsApp Business for streamlined initial communication.
    • First welcome message includes onboarding guide with key points:
      • Updated Resume: Must be current with recent job experiences and skills.
      • Custom Email Account: Create a Gmail for job applications, share credentials with Mobius, and avoid deactivation risks.
      • Acknowledgment: Acknowledge T&Cs by replying ‘Ack’ and provide email credentials for job applications. Options for job approval: proceed with applications or wait until next week.
    • Second welcome message notifies that applications will proceed using the attached resume; offers a resume rebuild service.
    • Team's availability requires a 4-6 hour response time for messages unless urgent.
    • A custom support chatbot is introduced for client inquiries and provides sample questions through a video.
    • Subscription can be canceled or paused anytime, with a provided cancellation guide.
    • Initial job application tracker will be sent in 24-48 hours based on client intake form criteria: job title, location, salary, keywords, etc.

    Tracker Updates

    • Inform clients of job list compilation before T&C acknowledgment.
    • After job approval, applications will be managed by the application delivery team led by Karah.
    • Follow-up messages if T&C acknowledgment or job approval is pending after 24 hours.
    • Update clients with revised search criteria based on their feedback, moving forward with applications for approved jobs.
    • Free 15-minute resume consultation available with the CEO, Ashwin.

    Weekly Updates

    • Check in for custom email credentials necessary for application verification.
    • Daily updates provided from Tuesday to Thursday regarding application status and interviews.
    • Weekly updates on the job application status and interview opportunities.
    • Inquire about feedback or edits on job lists created for the next cycle of applications.
    • Proactively check in if clients have not responded after 24 hours.
    • Notify clients of application proceeding importance and maintain close monitoring of application statuses.

    Client Interaction Protocols

    • Providing guides for cancellation and refund processes when requested.
    • Address frequently asked questions regarding cover letters, job application accounts, and handling specific application requirements.
    • Clarify that resumes do not need updating with new email addresses created for applications.
    • Weekly outline for job application processes includes applying for jobs, updating clients on status, and preparing for the next week's cycle based on client feedback.

    FAQ Highlights

    • Clients can add answers to remarks column or create a new column for their responses.
    • Mobius does not create cover letters but can include client-provided ones.
    • Applications are made using a custom email per client, with optional LinkedIn account management for job applications.
    • New email addresses on resumes are unnecessary; clients simply update resumes directly.
    • Weekly application process involves applying, updating clients, and gathering feedback for future job cycles.

    Welcome and Onboarding Messages

    • Use WhatsApp Business for creating keyboard shortcuts to streamline communication with clients.
    • Initial welcome message includes:
      • Introduction of team members and roles.
      • An attached onboarding guide covering services, expectations, application timelines, and crucial details.
    • Key onboarding tasks:
      • Update resume with current job experiences, skills, and references.
      • Create a custom Gmail account for job applications, share credentials for job verifications.
      • Acknowledgement of Terms & Conditions (T&Cs) is required for proceeding.
    • Highlight options if feedback on jobs is delayed:
      • Move jobs to "Apply" tab and apply without approval.
      • Wait for client's approval before applying the following Monday.

    Application Procedure

    • Inform clients about application process using their resume and offer resume rebuild services if needed.
    • Communicate team availability clearly to set expectations for response times (4-6 hours).
    • Introduce a custom support chatbot for client inquiries.

    Subscription Management

    • Clients can cancel or pause subscriptions anytime and must be provided with a cancellation guide.

    Job Application Tracker Updates

    • Initial job tracker prepared; client must acknowledge T&Cs before sending the list.
    • After T&Cs approval, application process begins with the application delivery team led by Karah.
    • Follow-up messages ensure clients acknowledge T&Cs and approve job lists within 24 hours.

    Weekly Updates for Analysts

    • Daily updates inform clients about the number of jobs applied to and interview schedules.
    • Emphasize application status: successful applications and those needing additional info should be clearly stated.
    • Encourage feedback on job lists for the next week's applications to refine the search process.
    • Track and acknowledge job approvals for timely applications.

    FAQs and Client Queries

    • Clients can update answers in the remarks column directly or request additional columns for clarity.
    • Cover letters are not created; if provided by clients, they are included in applications.
    • Use clients' custom emails for creating job account registrations; flexibility for clients to share LinkedIn credentials for "Easy Apply" options.
    • Address client's resume updates directly without editing; suggest them to send new versions when ready.
    • Establish a weekly application cycle: apply for jobs, provide updates, complete applications by Friday, and prepare for next week.

    Client Refunds and Support

    • Clear refund process and policies provided in response to client queries.

    Welcome and Onboarding Messages

    • Use WhatsApp Business for creating keyboard shortcuts to streamline communication with clients.
    • Initial welcome message includes:
      • Introduction of team members and roles.
      • An attached onboarding guide covering services, expectations, application timelines, and crucial details.
    • Key onboarding tasks:
      • Update resume with current job experiences, skills, and references.
      • Create a custom Gmail account for job applications, share credentials for job verifications.
      • Acknowledgement of Terms & Conditions (T&Cs) is required for proceeding.
    • Highlight options if feedback on jobs is delayed:
      • Move jobs to "Apply" tab and apply without approval.
      • Wait for client's approval before applying the following Monday.

    Application Procedure

    • Inform clients about application process using their resume and offer resume rebuild services if needed.
    • Communicate team availability clearly to set expectations for response times (4-6 hours).
    • Introduce a custom support chatbot for client inquiries.

    Subscription Management

    • Clients can cancel or pause subscriptions anytime and must be provided with a cancellation guide.

    Job Application Tracker Updates

    • Initial job tracker prepared; client must acknowledge T&Cs before sending the list.
    • After T&Cs approval, application process begins with the application delivery team led by Karah.
    • Follow-up messages ensure clients acknowledge T&Cs and approve job lists within 24 hours.

    Weekly Updates for Analysts

    • Daily updates inform clients about the number of jobs applied to and interview schedules.
    • Emphasize application status: successful applications and those needing additional info should be clearly stated.
    • Encourage feedback on job lists for the next week's applications to refine the search process.
    • Track and acknowledge job approvals for timely applications.

    FAQs and Client Queries

    • Clients can update answers in the remarks column directly or request additional columns for clarity.
    • Cover letters are not created; if provided by clients, they are included in applications.
    • Use clients' custom emails for creating job account registrations; flexibility for clients to share LinkedIn credentials for "Easy Apply" options.
    • Address client's resume updates directly without editing; suggest them to send new versions when ready.
    • Establish a weekly application cycle: apply for jobs, provide updates, complete applications by Friday, and prepare for next week.

    Client Refunds and Support

    • Clear refund process and policies provided in response to client queries.

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    Description

    This quiz covers effective strategies for onboarding clients using WhatsApp Business, including the creation of keyboard shortcuts for efficient communication. Learn how to enhance your client interactions with welcome messages and onboarding guides.

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