A smooth client onboarding process creates a strong foundation for every project. We reviewed our workflow to identify unnecessary delays and repetitive steps.
Identifying the Bottlenecks
We mapped every step from the signed contract to the first project delivery. Several manual processes were slowing down communication and information collection.
Rebuilding the Workflow
We introduced clearer intake forms, standardized project information and automated several repetitive communication steps.
The Result
These changes helped us reduce client onboarding time by approximately 40 percent while making the process easier for both clients and our internal team.