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Client Onboarding Steps

Sequential workflow for onboarding new clients into Kyndof systems and processes.

Step Sequence​

1. Initial Contact​

Duration: 10 minutes Owner: Account Manager

First interaction with new client. Gather basic information, set expectations, schedule needs assessment call.

2. Needs Assessment​

Duration: 15 minutes Owner: Account Manager

Deep dive into client requirements, production schedules, budget constraints, and collaboration preferences.

3. Proposal Development​

Duration: 10 minutes Owner: Account Manager

Create customized proposal based on needs assessment. Define scope, timeline, pricing, and deliverables.

4. Contract Execution​

Duration: 5 minutes Owner: Sales Director (approval), Account Manager (execution)

Finalize contract, obtain signatures, initiate first project, complete Notion profile.

Total Process Time​

Target: 30-40 minutes (excluding client decision time between steps)

Handoff Points​

  • After Step 4 → Handoff to Operations for production planning
  • After Step 4 → Handoff to Finance for invoicing setup
  • After Step 4 → Notify Fashion Design of incoming project requirements