{"id":8865,"date":"2016-11-08T10:05:14","date_gmt":"2016-11-08T10:05:14","guid":{"rendered":"https:\/\/www.process.st\/templates\/client-onboarding-5\/"},"modified":"2024-02-28T20:50:49","modified_gmt":"2024-02-28T20:50:49","slug":"client-onboarding-5","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/client-onboarding-5\/","title":{"rendered":"Client Onboarding"},"content":{"rendered":"<section id=\"update-status-in-crm\">\n<h2> Update status in CRM <\/h2>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Company Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Contact Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Sign Up Date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Lead Status <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client Description <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> File Upload Here <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Project Status <\/label><br \/>\n   <select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"premeeting-email-send-belom-items\">\n<h2> Pre-meeting email, send belom items: <\/h2>\n<\/section>\n<section id=\"welcome-email-to-client\">\n<h2> Welcome Email to Client <\/h2>\n<\/section>\n<section id=\"welcome-package\">\n<h2> Welcome Package <\/h2>\n<\/section>\n<section id=\"initial-meeting-agenda\">\n<h2> Initial meeting agenda <\/h2>\n<\/section>\n<section id=\"send-new-client-questionnaire\">\n<h2> Send new client questionnaire <\/h2>\n<\/section>\n<section id=\"directions-to-office-and-a-map-with-parking-information\">\n<h2> Directions to office and a map with parking information <\/h2>\n<\/section>\n<section id=\"contract-for-review-and-signing\">\n<h2> Contract for Review and Signing <\/h2>\n<\/section>\n<section id=\"initial-kickoff-meeting\">\n<h2> Initial Kickoff Meeting: <\/h2>\n<\/section>\n<section id=\"alert-receptionst-to-expected-guests\">\n<h2> Alert receptionst to expected guest(s) <\/h2>\n<div class=\"text-content\">\n<p style=\"padding-left: 30px;\">Ideally this sound happen automatically with your calendar tool, but if not, you should alert the receptionst that a new client is coming in for their Kickoff Meeting and they should be extra nice.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"reception-area-and-meeting-room-cleaned-and-clientfriendly\">\n<h2> Reception area and meeting room cleaned and client-friendly <\/h2>\n<\/section>\n<section id=\"schedule-online-account-access-training-session\">\n<h2> Schedule on-line account access training session <\/h2>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Update status in CRM Company Name Contact Name Sign Up Date Date will be set here Lead Status Client Description File Upload Here File will be uploaded here Project Status An option will be selected here Pre-meeting email, send belom items: Welcome Email to Client Welcome Package Initial meeting agenda Send new client questionnaire Directions [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"12","template_description":"","template_id":"pjMFVSgCsgBSWZULkuVAfw","task_0":"Update status in CRM","task_slug_0":"update-status-in-crm","task_1":"Pre-meeting email, send belom items:","task_slug_1":"premeeting-email-send-belom-items","task_2":"Welcome Email to Client","task_slug_2":"welcome-email-to-client","task_3":"Welcome Package","task_slug_3":"welcome-package","task_4":"Initial meeting agenda","task_slug_4":"initial-meeting-agenda","task_5":"Send new client questionnaire","task_slug_5":"send-new-client-questionnaire","task_6":"Directions to office and a map with parking information","task_slug_6":"directions-to-office-and-a-map-with-parking-information","task_7":"Contract for Review and Signing","task_slug_7":"contract-for-review-and-signing","task_8":"Initial Kickoff Meeting:","task_slug_8":"initial-kickoff-meeting","task_9":"Alert receptionst to expected guest(s)","task_slug_9":"alert-receptionst-to-expected-guests","task_10":"Reception area and meeting room cleaned and client-friendly","task_slug_10":"reception-area-and-meeting-room-cleaned-and-clientfriendly","task_11":"Schedule on-line account access training session","task_slug_11":"schedule-online-account-access-training-session","task_12":"","task_slug_12":"","task_13":"","task_slug_13":"","task_14":"","task_slug_14":"","task_15":"","task_slug_15":"","task_16":"","task_slug_16":"","task_17":"","task_slug_17":"","task_18":"","task_slug_18":"","task_19":"","task_slug_19":"","task_20":"","task_slug_20":"","task_21":"","task_slug_21":"","task_22":"","task_slug_22":"","task_23":"","task_slug_23":"","task_24":"","task_slug_24":"","task_25":"","task_slug_25":"","task_26":"","task_slug_26":"","task_27":"","task_slug_27":"","task_28":"","task_slug_28":"","task_29":"","task_slug_29":"","task_30":"","task_slug_30":"","task_31":"","task_slug_31":"","task_32":"","task_slug_32":"","task_33":"","task_slug_33":"","task_34":"","task_slug_34":"","task_35":"","task_slug_35":"","task_36":"","task_slug_36":"","task_37":"","task_slug_37":"","task_38":"","task_slug_38":"","task_39":"","task_slug_39":"","task_40":"","task_slug_40":"","task_41":"","task_slug_41":"","task_42":"","task_slug_42":"","task_43":"","task_slug_43":"","task_44":"","task_slug_44":"","task_45":"","task_slug_45":"","task_46":"","task_slug_46":"","task_47":"","task_slug_47":"","task_48":"","task_slug_48":"","task_49":"","task_slug_49":"","task_50":"","task_slug_50":"","task_51":"","task_slug_51":"","task_52":"","task_slug_52":"","task_53":"","task_slug_53":"","task_54":"","task_slug_54":"","task_55":"","task_slug_55":"","task_56":"","task_slug_56":"","task_57":"","task_slug_57":"","task_58":"","task_slug_58":"","task_59":"","task_slug_59":"","task_60":"","task_slug_60":"","task_61":"","task_slug_61":"","task_62":"","task_slug_62":"","task_63":"","task_slug_63":"","task_64":"","task_slug_64":"","task_65":"","task_slug_65":"","task_66":"","task_slug_66":"","task_67":"","task_slug_67":"","task_68":"","task_slug_68":"","task_69":"","task_slug_69":"","task_70":"","task_slug_70":"","task_71":"","task_slug_71":"","task_72":"","task_slug_72":"","task_73":"","task_slug_73":"","task_74":"","task_slug_74":"","task_75":"","task_slug_75":"","task_76":"","task_slug_76":"","task_77":"","task_slug_77":"","task_78":"","task_slug_78":"","task_79":"","task_slug_79":"","task_80":"","task_slug_80":"","task_81":"","task_slug_81":"","task_82":"","task_slug_82":"","task_83":"","task_slug_83":"","task_84":"","task_slug_84":"","task_85":"","task_slug_85":"","task_86":"","task_slug_86":"","task_87":"","task_slug_87":"","task_88":"","task_slug_88":"","task_89":"","task_slug_89":"","task_90":"","task_slug_90":"","task_91":"","task_slug_91":"","task_92":"","task_slug_92":"","task_93":"","task_slug_93":"","task_94":"","task_slug_94":"","task_95":"","task_slug_95":"","task_96":"","task_slug_96":"","task_97":"","task_slug_97":"","task_98":"","task_slug_98":"","task_99":"","task_slug_99":"","footnotes":""},"categories":[7,1],"tags":[],"class_list":["post-8865","post","type-post","status-publish","format-standard","hentry","category-miscellaneous","category-uncategorized"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/8865","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/comments?post=8865"}],"version-history":[{"count":0,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/8865\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media?parent=8865"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/categories?post=8865"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/tags?post=8865"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}