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Client Onboarding Process Flow: A Step-by-Step Guide to Seamless Engagement

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The client onboarding process flow outlines the structured steps used to move a new client from agreement to active engagement. It begins with a clear sales-to-delivery handoff, where goals, scope, timelines, and stakeholders are documented. This is followed by a kickoff phase to align expectations, define roles, and confirm success milestones. Next, implementation tasks such as se... https://projetly.ai/customer-onboarding-software

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