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Business · Onboarding · Client Management

Client Intake 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 Flowchart
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情境

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.

這張圖裡有什麼

看懂背後的決策。

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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