Client lifecycle¶
One place to see which clients are coming on, which are leaving, and what is left to do for each.
Needs: Client lifecycle module (Documents for documents to sign, Agreements to start it by itself)
Client lifecycle: runs in progress, the Start form with its documents to sign, and the documents every new client signs.
Client lifecycle keeps a checklist for bringing a client on and another for ending the relationship. The tiles at the top count what is in progress; the Clients list shows every run with its type, how many steps are done and its status.
Start onboarding or offboarding¶
- In Start, search for the company and choose Onboarding or Offboarding.
- For onboarding, check the documents to sign. The ones your business always sends are already chosen; open Add more documents… to search the Document Library or browse it by group.
- Select Start.
Each chosen document is made for the company's client and appears in their portal to sign. When Agreements is on, onboarding starts by itself as soon as a client signs an agreement.
Work through a run¶
Open a company from the list to see its steps. Tick a step when it is done, add a step the checklist doesn't have, and finish the run when everything is complete. Documents show Not sent, Waiting for signature or Signed; if the company had no client contact when the run started, use Send to the portal once one exists. A Documents signed step ticks itself when every document is signed.
Choose what every new client signs¶
Administrators set the default list in Every new client signs. Those documents are ticked whenever onboarding starts, by hand or from a signed agreement. You can still change the list for one client when you start their run.
Client lifecycle or Onboarding?¶
Client lifecycle is the short checklist of the relationship: documents, handover and the steps that mark a client as fully on or fully off. Onboarding is for the detailed questions, files and role-by-role steps of getting a client (or a new hire) set up. Many businesses use both: lifecycle for the overview, an onboarding journey for the detail.