๐๐Client Onboarding Checklist
While checking my drive just founded a client onboarding checklist... Not sure from where I got this but you can follow the steps... Checklist:- 1Get the Basic Details of the Client and Upload in CRM. 2 Send Propsals. 3 Check if Clients, Agree with the Propsals. 4 Make Sure the Propsals or Contracts are Signed. 5 Send Invoice and Schedule First Onboarding Welcome Call. 6 Check, If 50% Payment Recieved, If Yes, Send them a Welcome Email. 7 Send a Questionnaire asking about More Details. 8 Request Access to the Resources You Need. 9 Check, If you got the Need Files, Image and Resources. 10 Check, If Project has been Started. 11 Create a Proper Plan for your Project. 12 Schedule Future Calls and Set Meeting Points. 13 Week 1 Project Completed. 14 Week 2 Project Completed. 15 Followup Call and Report to the Clients. 16 Week 3 Project Completed. 17 Week 4 Project Completed (1 Month Completed). 18 Send a Big Report of Growth that You've Made to the Clients. Personally I am not sending proposal to clients. Instead this I try to get them in the call...