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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