Sustainable Waste Management Solutions Providers Workflow

Client Onboarding

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Client Onboarding The Client Onboarding process begins with the receipt of new client information from sales or marketing teams. This is followed by verification of provided documentation to ensure accuracy and completeness. Next, an account is created for the new client in the company's system, which includes setting up relevant user access levels and permissions. Subsequent steps involve assigning a dedicated client manager, providing an overview of services and support available, and conducting any necessary onboarding activities or training sessions as per the service agreement. This process ensures that all necessary information is collected, documented, and made accessible to the client's assigned team. It also sets clear expectations for the level of support and communication clients can expect from the company throughout their engagement. The Client Onboarding workflow enables a smooth transition into active client status and facilitates subsequent service delivery efforts.