BUSINESS
Client Intake Flowchart
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CASE ANALYSIS
Scenario
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.
Key decisions
- Existing or new client
- Proposal approval
- Contract signing
When to reuse this
Applicable to service-based businesses with a structured client intake process, including legal, consulting, or agency workflows.
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flowchart-new-client-onboarding-flowchart