{"id":5742,"date":"2023-12-05T07:00:19","date_gmt":"2023-12-05T07:00:19","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/client-onboarding\/"},"modified":"2024-03-07T11:31:00","modified_gmt":"2024-03-07T11:31:00","slug":"client-onboarding","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/client-onboarding\/","title":{"rendered":"Client Onboarding"},"content":{"rendered":"<p>Here are some examples of Client Onboarding workflows that you can import into your organization.<\/p>\n<p>You can also search for more ready-made workflows in our\u00a0premade <a href=\"https:\/\/www.process.st\/help\/docs\/template-gallery\/\">workflow template library<\/a>.<\/p>\n<h2><span class=\"ng-binding\" data-ng-bind=\"info.title\">Client Onboarding for a Marketing Agency<\/span><\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/client-onboarding-for-a-marketing-agency\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n<h2><span class=\"ng-binding\" data-ng-bind=\"info.title\">Client Onboarding for Criminal Law Firms<\/span><\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/client-onboarding-for-criminal-law-firms\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n<h2><span class=\"ng-binding\" data-ng-bind=\"info.title\">Client Onboarding for Financial Planners<\/span><\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/client-onboarding-for-financial-planners\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n<h2>High Touch Client Onboarding for Saas Companies<\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/high-touch-client-onboarding-for-saas-companies\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n<h2>Client Intake Session Workflow<\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/client-intake-session-checklist-2\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Here are some examples of Client Onboarding workflows that you can import into your organization. You can also search for more ready-made workflows in our\u00a0premade workflow template library. Client Onboarding for a Marketing Agency Client Onboarding for Criminal Law Firms Client Onboarding for Financial Planners High Touch Client Onboarding for Saas Companies Client Intake Session [&hellip;]<\/p>\n","protected":false},"author":3,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Workflows","footnotes":""},"ht_kb_category":[172],"ht_kb_tag":[296,167],"class_list":["post-5742","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-examples","ht_kb_tag-client-onboarding","ht_kb_tag-examples"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5742","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/3"}],"version-history":[{"count":1,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5742\/revisions"}],"predecessor-version":[{"id":7585,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5742\/revisions\/7585"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5742"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5742"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5742"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}