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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.
Create Workspace
Start a Redbooth workspace from this template
Client Intake
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
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
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
Send welcome package documenting processes
Provide client training on Redbooth
Provide client training on other systems or important processes
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