السيناريو
A professional services firm receives a new client inquiry and must determine if the client fits their scope, schedule an assessment, and finalize onboarding.
ما الذي يتضمنه هذا الرسم
اقرأ القرارات الكامنة وراءه.
01
Does the client meet intake criteria?
02
Is the assessment successfully completed?
Use for any service-based business needing a clear intake and assessment procedure.