Onboarding Client Process
Rayan
Last Update il y a un mois
When onboarding a client:
1. Send client form to be filled (Not sure where to find this for a screenshot or link attachment)
2. Create a project, add client and team to Basecamp
3. Add the team and clients involved
4. Set up documents, agreements, and tasks on Basecamp
5. Send weekly meeting invite to the team/those involved
6. Identify tasks that you can complete or take part of