{"id":14966,"date":"2018-09-28T23:41:58","date_gmt":"2018-09-28T23:41:58","guid":{"rendered":"https:\/\/www.process.st\/templates\/client-onboarding-process-3\/"},"modified":"2024-02-28T21:42:11","modified_gmt":"2024-02-28T21:42:11","slug":"client-onboarding-process-3","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/client-onboarding-process-3\/","title":{"rendered":"Client Onboarding Process"},"content":{"rendered":"
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Introduction:<\/h2>\n
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Not surprisingly, a business is doomed to fail if they alienate their clients. Without a proper onboarding process this is exactly what will happen; you'll either have a lot of unhappy customers, or they won't even know what your team is doing.<\/p>\n

Hence why we here at Process Street<\/a> cooked up this checklist for client onboarding for a marketing agency!<\/p>\n

With this handy process, you'll never again need worry about losing clients because of a lack of onboarding - everything you need to both get them going and keep them coming back is within this checklist.<\/p>\n

<== Click on \"Collect Client Info\" to get started.<\/strong> <\/p>\n<\/p><\/div>\n<\/section>\n

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Collect Client Info<\/h2>\n
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First, you need to record the lead's details and update their status<\/strong>.<\/p>\n

This should be done in your CRM <\/strong>and passed to Process Street automatically via a Zapier <\/a><\/strong>integration<\/strong><\/a>, but you can also enter the data manually. In both cases, use the data to fill in the form fields<\/strong> below.<\/p>\n<\/p><\/div>\n

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