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Business · Onboarding · Client Management

Client Intake Flowchart

種類 フローチャート規格 Sugiyama layered DAG + orthogonal routingエンジン schematex-flowchart更新日 2026/6/26
Client Intake Flowchart
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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.

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図の背後にある意思決定を読み解く。

01

Existing or new client

Applicable to service-based businesses with a structured client intake process, including legal, consulting, or agency workflows.

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