What a Good Client Onboarding Process Looks Like
Client onboarding should turn the agreed sale into a ready delivery record.
Client onboarding should turn the agreed sale into a ready delivery record.
A reviewable sales pipeline has defined stages, current next actions and a reason each opportunity belongs in the forecast. Start with those records before adding probability rules or a new dashboard.
Tell us what you are trying to build, what problem you are solving and where the digital part becomes difficult. Martzine is built around that gap. Start with the outcome and the constraint, then work back to the right digital layer.