Client Experience Documentation Booklet

Purpose:
Proper documentation is essential for ensuring smooth, compliant, and high-quality service on long-distance Private Client and Federal Government moves. Completing paperwork accurately protects both crews and the agency while enhancing the overall client experience.

Contents:

• Essential Paperwork: Includes all forms required for long-distance moves, covering both private clients and federal government relocations.

• Completion Guidelines: Step-by-step best practices for filling out each form correctly.

• Compliance & Protection: How thorough documentation helps prevent claims, penalties, and operational issues.

Key Takeaway:
Accurate and complete documentation is not just administrative—it safeguards your team, supports successful moves, and reinforces a superior Client Experience.