The intake process sets the foundation for the ongoing relationship between the client and the vendor. It is the critical step where client and project information is collected for use throughout a project lifecycle.
The process usually begins with an information form being completed either by the client or the vendor. The information may include:
In some cases, the client intake form may be completed directly by the client in an online portal. In other cases a staff member at the vendor may be completing the form, in which case, additional internal information may be captured up front, including:
Depending on the complexity of the client intake process and the size of the teams involved, there may be more to the routing of collected information than simple populating a CRM or ERP system. There may be additional reviews, intake forms, approvals, etc. that need to be deployed internally to ensure a smooth rollout.
Below is an example of one client intake process routing flow. Note the approvals and hand-offs have been automated to ensure compliant and consistent workflow.
To ensure your process for onboarding new customers meets your organization’s needs and delivers the level of customer satisfaction you expect to provide, the best approach is building a customized process. Integrify offers a completely scalable and customizable platform for building forms, processes, and portals for client intake or any other workflow needs you have.
Integrify’s platform allows you to built automated business processes for client onboarding, employee requests, incident reporting or anything else your organization needs to be more efficient.
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