{"id":9628,"date":"2017-01-25T14:13:23","date_gmt":"2017-01-25T14:13:23","guid":{"rendered":"https:\/\/www.process.st\/templates\/client-onboarding-and-execution-process-of-a-project-social-cutlet\/"},"modified":"2024-02-28T20:49:47","modified_gmt":"2024-02-28T20:49:47","slug":"client-onboarding-and-execution-process-of-a-project-social-cutlet","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/client-onboarding-and-execution-process-of-a-project-social-cutlet\/","title":{"rendered":"Client Onboarding And Execution Process of a Project: Social Cutlet"},"content":{"rendered":"
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Introduction: <\/h2>\n
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This process is made for our internal purpose<\/strong>. To maintain the track of each and everything related to the client who has just connected with Social Cutlet. <\/strong><\/p>\n

This process is basically for the client who has opted the Marketing and Advertising services.<\/strong><\/p>\n

This needs to be run and checked for each client. So that they can be in loop on each stage.<\/p>\n

Further steps are defined clearly, please proceed accordingly.<\/p>\n

All the best!<\/p>\n<\/p><\/div>\n<\/section>\n

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Refer the Client Info <\/h2>\n
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First, we 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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