Redbooth Templates

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Do you run an agency or consulting firm? Creating an amazing client experience begins with a client intake process that’s polished and professional. Use this template to create a smooth onboarding process that wows your client, keeps your team aligned, and lets nothing slip through the cracks.

Client Intake

Do you run an agency or consulting firm? Creating an amazing client experience begins with a client intake process that’s polished and professional. Use this template to create a smooth onboarding process that wows your client, keeps your team aligned, and lets nothing slip through the cracks.

Client Intake

Initial Steps

  • Agree on project goals and scope of work
  • Agree on price, payment conditions and other contract terms
  • Create and send written contract
  • Receive signed contract and initial payment
  • Schedule initial client meeting
  • Send thank you note to client
  • Send thank you note to referrer

Internal Systems

  • Enter client into CRM system
  • Create project in Redbooth
  • Invite client to Redbooth project
  • Add client/project to invoicing system
  • Add client/project to time-tracking systems
  • Create folders and naming conventions

Internal Project Management

  • Prioritize this work with existing projects
  • Choose team based on fit and availability
  • Assemble team
  • Clarify client goals and business goals
  • Brainstorm project milestones and timeline
  • Build out project plan
  • Brief team and management

Client Onboarding + Training

  • Send welcome package documenting processes
  • Provide client training on Redbooth
  • Provide client training on other systems or important processes

Welcome Package Contents

  • Points of contact
  • How meetings are scheduled and held
  • Review/Revision process details
  • Expectations of client during review/revision process
  • Business hours and vacation/holiday schedule
  • Expected response times to normal inquiries
  • How to handle urgent requests/emergencies
  • How to handle no-shows, nonpayments or missed deadlines