Get the Client Journey SOP/Process to add to your ClickUp! This is the entire process that you will want to follow for all new clients from beginning (the inquiry first comes in) to the end (client has completed paperwork for their intake).
Client Journey SOP/Process
The process is already created for you! You just need to follow the steps in order to give your clients an amazing, consistent client journey experience.
Consistent client onboarding
Steps aren't skipped or missed