Virtual-office onboarding
Activate an approved virtual-office client through completed agreement, identity and compliance checks, mail instructions, contacts, and staff readiness.
Primary roles: virtual-office-mailroom, operations-manager
Stages
1. Approve and activate
Confirm every prerequisite and handling rule before staff activate the service.
Manual tasks
- verify agreement and checks
- confirm contacts and preferences
- brief staff
- approve activation
Automation opportunities
- create scope-based tasks and prepare approved instructions
Suggested tools
Risks
- Premature activation can accept mail or address use for an unapproved client.
Success metrics
- Active clients have complete approvals
- tested contacts
- and clear current handling instructions.
Last reviewed: 2026-07-18