Real Estate Transaction Security Measures Explained Workflow

Client Onboarding

Type: Fill Checklist

**Client Onboarding** This workflow step is responsible for welcoming new clients to the company's services. It involves gathering necessary information about the client, their business needs, and expectations. The process begins with a initial consultation or meeting where the sales team or account manager introduces themselves and explains the scope of work. Subsequent steps include: * Reviewing client agreements and contracts * Assigning a dedicated account manager to the client's account * Onboarding the client to any relevant software or tools used by the company * Setting up regular communication channels with the client, such as email or phone calls The overall goal of this workflow step is to provide a seamless transition for new clients and ensure they feel supported throughout their engagement with the company.