Client Lifecycle
See which clients are coming on, which are leaving, and what is left to do.
A short checklist for bringing a client on and for ending the relationship, with the documents every new client signs.
- Onboarding and offboarding checklists
- Documents to sign, sent to the portal
- Starts itself when an agreement is signed
- One list of every client in transition
Why it matters
Starting with a new client means contracts to sign, accounts to set up and a handover to arrange, tracked in someone's head. Ending a relationship is worse: access left open, equipment never returned, a final invoice forgotten. Nobody can say at a glance which clients are mid-way through either.
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Nothing forgotten at the start
Every new client signs the same documents and goes through the same steps.
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Clean endings
Offboarding has its own checklist, so access, equipment and final billing are dealt with.
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One view of every transition
See every client coming on or leaving, and how far each has got.
How it works
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Choose your standard documents
Pick the documents every new client signs from your Document Library.
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Start a run
Pick the company and Onboarding or Offboarding, or let a signed agreement start it.
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Tick it off
Work through the steps; signed documents tick themselves off.
What Client Lifecycle does
Any business with ongoing clients that wants starts and endings handled the same way every time.
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Two checklists
One for bringing a client on, one for ending the relationship.
- Add steps for a particular client
- Finish the run when everything is done
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Documents to sign
Chosen documents are made for the client and appear in their portal to sign.
- Not sent, waiting or signed at a glance
- A step that ticks itself when all are signed
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A sensible default
Set the documents every new client signs once; change them for one client when needed.
- Grouped, searchable list of your templates
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Starts by itself
A signed agreement starts onboarding with your standard documents.
- No one has to remember to start it
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On the company page
Each company shows where it is in its lifecycle.
- Also on the phone: start, tick and finish
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Every client in one list
Tiles for onboarding and offboarding in progress, and a list of every run.
- Type, steps done and status for each
Who it is for
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An IT provider / MSP
Service agreement and security policies signed, and access removed when a client leaves.
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An accounting or law firm
Engagement letters signed before work starts, and files returned when it ends.
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An agency
Contracts and briefs in place at the start; assets handed over at the end.
Works with the rest of CRM-NG
- Document Manager
The documents to sign come from your Document Library and are signed in the portal.
- Web Integration & Portals
Clients sign their documents in the client portal.
- CRM
Each company shows its lifecycle on its page.
Questions
How is this different from Onboarding?
Lifecycle is the short checklist of the relationship. Onboarding is the detailed questions and steps. Many businesses use both.
Does it start by itself?
Yes, when a client signs an agreement and Agreements is on.
Can we change the documents for one client?
Yes. The default list is ticked when a run starts and you can change it.
Can I use it on my phone?
Yes: start a run, tick steps, add steps and finish.
See Client Lifecycle running on your own data.
Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.