התרחיש
A professional services firm receives a new client inquiry and must determine if the client fits their scope, schedule an assessment, and finalize onboarding.
מה מופיע בתרשים הזה
פענחו את ההחלטות שמאחוריו.
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.