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6 Step Client Onboarding Process with Launch Project
Step 2 Step 3 Step 4 Step 5 Step 6
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Client Onboarding
Questionnaire
▪ Client Info
▪ Goal
▪ Collect Docs
▪ Text Here
Step 2
Launch
Project
▪ Assign Client
▪ Start workflow
▪ Internal
Meeting
▪ Text Here
Step 3
Client Kick
of Meeting
▪ Introductions
▪ Set
Expectation
▪ Next Steps
▪ Text Here
Step 4
Welcome
Package
▪ Cheat Sheet
▪ Homework
▪ Text Here
▪ Text Here
Step 5
Check up
Call
▪ Collect Docs
▪ Catch
Mistakes
▪ Text Here
Step 6
Step 1
Contract
▪ Proposal
▪ Payment
▪ Text Here
▪ Text Here
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6 Step Client Onboarding Process With Launch Project

  • 1. 6 Step Client Onboarding Process with Launch Project Step 2 Step 3 Step 4 Step 5 Step 6 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Refine and Improve Client Onboarding Questionnaire ▪ Client Info ▪ Goal ▪ Collect Docs ▪ Text Here Step 2 Launch Project ▪ Assign Client ▪ Start workflow ▪ Internal Meeting ▪ Text Here Step 3 Client Kick of Meeting ▪ Introductions ▪ Set Expectation ▪ Next Steps ▪ Text Here Step 4 Welcome Package ▪ Cheat Sheet ▪ Homework ▪ Text Here ▪ Text Here Step 5 Check up Call ▪ Collect Docs ▪ Catch Mistakes ▪ Text Here Step 6 Step 1 Contract ▪ Proposal ▪ Payment ▪ Text Here ▪ Text Here
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