1Capture and document key information
Importance: Essential
Assigned to: {task_assignee}
Due: after task start date
Capture some basic information to ensure the team know what they are delivering
2Send personal welcome email to client
Importance: Essential
Assigned to: {task_assignee}
Due: after step
The welcome email should outline the next steps for the client. You can use a copy of this welcome email here:
Dear
We are delighted to welcome you to (company name) and look forward to working with you and the team to ensure a smooth implementation.
We will be in touch in the next two days to arrange the first meeting to discuss the project and agree objectives and milestones.
Thank you for your business – we look forward to moving the project forward.
Best regards,
3Send communication to the team about client win
Importance: Standard
Assigned to: {project_manager}
Due: after step
4Send follow-up client email containing key info
Importance: Essential
Assigned to: {task-assignee}
Due: 3 working days after step
- Introduce key members of your team
- Point them to useful information they may need (e.g. support site)
- Explain next steps
- Book date/time for kick-off
5Assign team roles and issue internal communication
Importance: Standard
Assigned to: {task-assignee}
Due: 3 working days after step
6Kick-off call / meeting
Importance: Essential
Assigned to: {task_assignee}
Due: 2 working days after task start date
Set expectations, set relationship parameters, agree scope/deliverables, timescales
7Remind them why they chose us
Importance: Standard
Assigned to: {task_assignee}
Due: 3 working days after step
Check in with the client to restate their objectives
{project_objectiv}
8Product set-up
Importance: Essential
Assigned to: {task-assignee}
Due: 1 week after step
Ensure all stakeholders are aware of next steps and what is required for implementation
9After one week – catch-up call/email
Importance: Essential
Assigned to: {task_assignee}
Due: 1 week after step
Please complete the following so that the wider team can review.
- Is the service delivering what is required?
- What questions do they have?
- What feedback for improvement do they have?
10Client check-in, happy for case study?
Importance: Standard
Assigned to: {task_assignee}
Due: 1 month after step
Check with client how the service is working for them.
If they are happy, then ask if they would do a case study.
If so, please then create a task from the ‘create case study’ template.
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beSlick embeds processes like these into your organisation, so it runs like clockwork.
Click ‘Use template’ to add to your Organisation or start a free trial – we’ll help your teams get it right, every time.
