create client flow from onboarding to fullfillment of service
Client Onboarding Checklist
- Schedule a meeting or consultation with the client to discuss their needs and goals
- Prepare a list of questions to ask the client during the meeting
- Take notes during the meeting to capture important information
- Request the client to provide all relevant information and documentation needed for the project
- Create a checklist of required documents and information to ensure nothing is missed
- Follow up with the client if any information or documentation is missing
- Discuss with the client about their expectations and goals for the project
- Clearly define the scope of work, including deliverables, timelines, and any limitations
- Document the agreed-upon expectations and scope of work for future reference
- Prepare a formal contract or agreement outlining the terms and conditions of the project
- Review the contract with the client to ensure mutual understanding and agreement
- Obtain signatures from both parties to finalize the contract
- Request the client to provide access credentials for their accounts and platforms
- Ensure the client grants necessary permissions for the team to perform their tasks
- Document the access credentials and permissions for future reference
- Arrange a meeting or introduction between the client and the team members
- Introduce the dedicated account manager who will be the main point of contact for the client
- Provide the client with the contact information of the account manager
Use in Manifestly