Process map
Client onboarding
Contract to kickoff, covering paperwork, access and expectations.
- Category
- Business
- Diagram type
- Process map
- Elements
- 7
- Connectors
- 6
What it is for
Most client relationships are decided in the first two weeks. This makes the steps explicit so nothing important depends on someone remembering.
More about the process map makerWhen it helps
- Standardising how new clients start
- Reducing time to first value
- A handover between sales and delivery
