• Ordix Intelligent Business

    ORDIX BUSINESS INTELLIGENCE | CLIENT ONBOARDING PROCEDURE. ORDIX CLIENT ONBOARDING. Step-by-step workflow | Three separate client authorizations.

  • 01 Confirm the client and authorized signer

    Collect the legal business name, DBA, address, contact information, and the representative's name and title. Confirm that the representative can sign for the business.

  • 02 Confirm the selected plan and commercial terms

    Review the plan, activation fee, monthly price, included services, first billing date, and month-to-month cancellation terms. Put the agreed terms in the service order.
  • First billing date*
     - -
    2 digit month, 2 digit day, 4 digit year

  • 03 Sign consent 1: Privacy

    Give the client the current ORDIX Privacy Notice and Consent Authorization. Obtain the representative's acknowledgment and retain the completed copy.
  • Signature date*
     - -
    2 digit month, 2 digit day, 4 digit year

  • 04 Sign consent 2: Electronic communications

    Present the separate Electronic Consent and Communications Authorization. Confirm the business email, electronic-record consent, service contact, optional marketing choices, and signature.
  • Marketing preferences
  • Signature date*
     - -
    2 digit month, 2 digit day, 4 digit year

  • 05 Sign consent 3: Automatic payment

    Present the Automatic Payment Authorization with the exact activation charge, monthly amount, start date, billing day, and cancellation instructions. Obtain the client's affirmative payment authorization.
  • Start date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Signature date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: