Onboarding Process

Circle Legend

• Lead/Prospect | $250K or Less
• Lead/Prospect | $400K+
• Onboarding | Welcome
• Onboarding | Questionnaire
• Onboarding | Questionnaire Review
• Onboarding | Stage 1
• Onboarding | Feasibility
• Onboarding | Stage 2
• Active Client

Workflow

1. Inquiry Form Submission

• Action: Client fills out the inquiry form on the website.
• Outcome: Based on their selection, they are categorized into one of two Circles:
  • Circle: Lead/Prospect | $250K or Less
  • Circle: Lead/Prospect | $400K+

2. Initial Differentiation

• For $250K or Less Prospects:
  • Do not receive access to a phone call.
  • Circle: Remain in Lead/Prospect | $250K or Less until moving to the next step.
• For $400K+ Prospects:
  • Receive access to a phone call for further discussion.
  • Circle: Remain in Lead/Prospect | $400K+ until the call is complete, then move to the next step.

3. Next Steps

• Action: Both prospect types move forward to the client portal.
• Circle: Onboarding | Welcome.

4. Onboarding Steps

1. Onboarding | Welcome:

   • Welcome message is sent, and portal access is granted.
   • Circle: Onboarding | Welcome.

2. Onboarding | Questionnaire:

   • Client completes and submits the questionnaire.
   • Circle: Onboarding | Questionnaire.

3. Onboarding | Questionnaire Review:

   • Team reviews the submitted questionnaire.
   • Circle: Onboarding | Questionnaire Review.

4. Onboarding | Stage 1:

   • Initial tasks to prepare for feasibility review are completed.
   • Circle: Onboarding | Stage 1.

5. Onboarding | Feasibility:

   • Feasibility assessment is conducted.
   • Circle: Onboarding | Feasibility.

6. Onboarding | Stage 2:

   • Advanced onboarding steps are completed.
   • Circle: Onboarding | Stage 2.

5. Final Stage: Active Client

• Action: Once onboarding is complete and invoices are settled:
  • Circle: Active Client.