Real Estate Transaction Management Software Workflow

Client Onboarding

Type: Fill Checklist

Client Onboarding This process involves welcoming new clients to our organization and ensuring their needs are met. The workflow consists of three steps: 1. **Initial Contact**: Our sales team reaches out to potential clients through various channels such as phone calls, emails or meetings. During this stage, we assess the client's requirements and discuss how our services can benefit them. 2. **Proposal and Agreement**: Based on the initial contact, a customized proposal is created outlining the scope of work, timelines, and pricing. Once agreed upon by both parties, a formal contract is drafted and executed. 3. **Client Setup and Onboarding**: Upon signing the agreement, our team sets up the client's account, provides necessary training, and ensures they have access to all required resources. This step guarantees a smooth transition into our services, allowing clients to focus on their core business while we handle administrative tasks.