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Business Process · Client Management · Workflow

Client Intake and Assessment Flowchart

Tipo FluxogramaNorma Sugiyama layered DAG + orthogonal routingMecanismo schematex-flowchartAtualizado 26/06/2026
Client Intake and Assessment Flowchart
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O cenário

A professional services firm receives a new client inquiry and must determine if the client fits their scope, schedule an assessment, and finalize onboarding.

O que há neste desenho

Entenda as decisões por trás dele.

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.

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