Streamlining Healthcare IT Project Development Services Workflow

Client Onboarding

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Client Onboarding is the initial process of engaging new clients within an organization. This critical step involves assessing client needs, providing necessary information, and establishing a relationship built on trust and understanding. The workflow begins with the receipt of a client inquiry or referral, followed by an initial consultation to determine the feasibility of working together. Subsequent steps include: * Reviewing and executing a contract outlining scope, timelines, and expectations * Conducting any necessary research or due diligence * Developing a customized proposal outlining services and costs The final stage involves closing the deal, onboarding the client, and allocating resources for successful project execution. Effective Client Onboarding ensures alignment of client goals with organizational capabilities, fostering long-term partnerships and driving business growth.