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  • Signed Service Agreement and Paid Invoice Welcome Message and Introductions Set Up in Company Systems

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    Jenny Bernardino
    10 views2 pages
    The document outlines an onboarding workflow for both solo and team clients. For solo clients, the workflow includes signing a service agreement and paying an invoice, receiving a welcome message, setting up in company systems, obtaining any needed items, having a client kick-off meeting, setting up any apps, and beginning service delivery. For team clients, the additional steps are a team meeting after setup, a client hand-off meeting, and then beginning service delivery.

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    Clientonboardingworkflows-201021-154732

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    The document outlines an onboarding workflow for both solo and team clients. For solo clients, the workflow includes signing a service agreement and paying an invoice, receiving a welcome message, setting up in company systems, obtaining any needed items, having a client kick-off meeting, setting up any apps, and beginning service delivery. For team clients, the additional steps are a team meeting after setup, a client hand-off meeting, and then beginning service delivery.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    10 views2 pages

    Signed Service Agreement and Paid Invoice Welcome Message and Introductions Set Up in Company Systems

    Uploaded by

    Jenny Bernardino
    The document outlines an onboarding workflow for both solo and team clients. For solo clients, the workflow includes signing a service agreement and paying an invoice, receiving a welcome message, setting up in company systems, obtaining any needed items, having a client kick-off meeting, setting up any apps, and beginning service delivery. For team clients, the additional steps are a team meeting after setup, a client hand-off meeting, and then beginning service delivery.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    Onboarding workflow - team Signed service Welcome Set up in

    agreement and message and company


    paid invoice introductions systems

    Obtain items Client kick-off Client hand-off


    needed meeting meeting

    Begin service
    Team meeting Set up apps
    delivery
    Signed service
    Onboarding workflow - solo Welcome Set up in company
    agreement and
    message systems
    paid invoice

    Plan work
    Obtain items Client kick-off (replaces client
    needed meeting hand-off meeting
    and team meeting)

    Begin service
    Set up apps
    delivery

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