Professional Services

Client Onboarding Workflow for Professional Services

For professional services teams, a signed agreement is only the beginning of a client relationship. Missing access or unclear ownership can delay delivery. This map covers acceptance, essential information, client records, team allocation and a shared kickoff.

Starts when

A client accepts a proposal or signs an agreement.

Ends when

The client is set up, kickoff is complete, and delivery can begin.

Steps in this workflow

1. 1

   Confirm acceptance

   Save the signed agreement and confirm the agreed scope and start date.

2. 2

   Collect essential details

   Request only the information and documents needed to begin the work.

3. 3

   Create the client record

   Set up the client in the relevant systems using the agreed naming conventions.

4. 4

   Assign the delivery team

   Name the client contact, delivery owner, and escalation contact.

5. 5

   Hold a kickoff

   Review goals, responsibilities, communication preferences, and milestones.

6. 6

   Confirm the first actions

   Send a brief recap with owners, due dates, and the next client touchpoint.