Discover how efficient your onboarding process really is
It's unstructured. We get info in random emails, Word docs, hand-written notes, etc.
We use a basic intake form, but clients often skip parts or send it back incomplete.
Our process works if we're hands-on with the client. Otherwise, we miss things.
We use a form or tool that gathers most data points in a consistent way.
Every new client submits clean, complete info through a structured workflow.