{"id":6400,"date":"2016-06-05T06:29:09","date_gmt":"2016-06-05T06:29:09","guid":{"rendered":"https:\/\/www.process.st\/templates\/client-onboarding-3\/"},"modified":"2024-02-28T17:24:33","modified_gmt":"2024-02-28T17:24:33","slug":"client-onboarding-3","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/client-onboarding-3\/","title":{"rendered":"Client Onboarding"},"content":{"rendered":"
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Introduction: <\/h2>\n
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Client onboarding is a vital part of nurturing your studio\/client relationship and ensuring you\u2019re both on the same page. The truth is, the client isn\u2019t often certain what\u2019s going on, and they get nervous about hanging their project over and never knowing exactly where it\u2019s at. A kickoff process helps them get an inside glimpse of how you work and leaves them feeling confident they\u2019ve made the right decision.<\/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_sync with CRM, AIM, & Accounting <\/h2>\n
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First, you will need to create a customer account in the accounting system. Watch the short video below for instructions on how to properly setup an account profile.<\/p>\n

The information here is being passed systematically from our CRM system. The sales and marketing team<\/strong> or studio director<\/strong> will have additional details about the client if needed to create the on-boarding profile. <\/p>\n<\/p><\/div>\n

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