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Client On-boarding Process - Coggle Diagram
Client On-boarding Process
Research
Speak to Chris
Speak to Adam (last)
Speak to Steve
Speak to Glyn?
Adam's sales process
Adam's book recommendation
Ask Claude
Identify the stages
On-boarding kick off call
Agreement, contract, signed contract, setup on system, timings
First meeting to signed contract?
? to starting delivery?
Questions
Where does the SoW fit in?
How can we generate contracts immediatly?
What details do we need?
Client name
Payment system
What has been agreed to?