A Smart, Scalable Client Intake Process (Infographic)
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A Smart, Scalable Client Intake Process (Infographic)
Create a smooth onboarding process that wows your clients, keeps your team aligned, and lets nothing slip through the cracks!
Step 1
- Initial steps: Complete the sale from the initial verbal yes to the signed agreement
- Agree on goals and scope of work
- Agree on price, payment conditions and other… Read more »
Create a smooth onboarding process that wows your clients, keeps your team aligned, and lets nothing slip through the cracks!
Step 1
- Initial steps: Complete the sale from the initial verbal yes to the signed agreement
- Agree on goals and scope of work
- Agree on price, payment conditions and other contract terms
- Sign the contract
- Send thank you note to client
Step 2
- Internal systems: Set up your systems to receive your new client
- Enter client into CRM
- Create project in Redbooth
- Add client/project to invoicing system and time tracking
- Create folders and naming conventions
Step 3
- Internal project management: Plan for project kickoff that sets you up for success
- Prioritize this work with existing projects
- Choose and assemble team
- Brief team and management
- Brainstorm project milestones and timeline
Step 4
- Client onboarding and training: Educate them on what it's like to work with your team
- Send welcome packet that documents policies and processes
- Provide client training on your project management system
- Welcome packet: Impress & delight! Mange expectations and solve problems before they start.
Welcome packet can include:
- Key points of contact with your business
- How meetings are scheduled and held
- Business hours and vacation/holiday schedule
- Expected response times to inquiries
- How to handle requests/emergencies
- Key expectations of client participation
Don't miss a step! Use Redbooth's free client intake template to track your progress through each step: /templates
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