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Business Process · Client Management · Workflow

Client Intake and Assessment Flowchart

類型 流程圖標準 Sugiyama layered DAG + orthogonal routing引擎 schematex-flowchart更新時間 2026/6/26
Client Intake and Assessment Flowchart
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情境

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

這張圖裡有什麼

看懂背後的決策。

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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