BUSINESS PROCESS
Client Intake and Assessment Flowchart
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CASE ANALYSIS
Scenario
A professional services firm receives a new client inquiry and must determine if the client fits their scope, schedule an assessment, and finalize onboarding.
Key decisions
- Does the client meet intake criteria?
- Is the assessment successfully completed?
When to reuse this
Use for any service-based business needing a clear intake and assessment procedure.
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flowchart-client-intake-and-assessment-flowchart