Client Onboarding Process

Client Onboarding Process

This process explains how to handle a new client from first contact to project completion. Follow all steps carefully to ensure smooth workflow and professional service.

Step-by-Step Process:

1. Requirement Collection
   Understand client needs clearly. Confirm scope, timeline, and budget.
2. Proposal Creation
   Create proposal in CRM and send it to client for approval.
3. Approval Confirmation
   Do not start work until client approves the proposal.
4. Project Setup
   Create project in CRM, assign team, and define tasks.
5. Initial Payment
   Generate invoice and confirm advance payment.
6. Work Execution
   Start work and keep updating progress in CRM.
7. Delivery
   Deliver completed work to client.
8. Feedback & Revisions
   Collect feedback and make required changes.
9. Final Payment
   Send final invoice and confirm payment.
10. Project Closure
    Mark project completed and close it in CRM.

Important Notes:

• Never start work without approval and payment
• Keep all communication recorded in CRM
• Always update task status regularly