Manage residential construction projects from start to finish through customized scheduling services, ensuring timely completion and meeting client expectations by coordinating activities, setting deadlines, and monitoring progress.
Type: Fill Checklist
Client Onboarding The Client Onboarding process is designed to efficiently onboard new clients, ensuring a smooth transition into our services. This workflow step comprises the following key activities: 1. Contract Review: Review and finalize contracts with clients, outlining the scope of work, terms, and conditions. 2. Data Collection: Gather necessary client information, including contact details, project requirements, and any relevant documentation. 3. Account Setup: Create a new account for the client, setting up access to our platform and configuring any necessary permissions. 4. Task Assignment: Assign tasks to team members responsible for managing the client relationship, ensuring timely communication and service delivery. 5. Project Kickoff: Conduct a kickoff meeting or conference call with the client, reviewing project details, expectations, and timelines.
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1. Download the Workflow as PDF for Free and and implement the steps yourself.
2. Use the Workflow directly within the Mobile2b Platform to optimize your business processes.
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