Das Szenario
A business receives a new client inquiry and needs to determine if the client is existing or new, gather requirements, prepare and approve a proposal, sign a contract, and set up the account.
Was diese Zeichnung zeigt
Die dahinterstehenden Entscheidungen verstehen.
01
Existing or new client
Applicable to service-based businesses with a structured client intake process, including legal, consulting, or agency workflows.