Project details
About the process
What starts this process?
What should happen from that point until the process is complete? Please list the steps in order, even if they are manual today.
Which actions should happen automatically, and which still need a person’s judgment or approval?
Which systems need to send, receive, or update information?
About how often does this process happen?Select one Less than weekly Weekly Several times per week Daily Many times per day Not sure
Do the emails, texts, forms, templates, and other content needed for this process already exist?Select one Yes, ready to use Some exist but need revision or gathering No, they need to be created by my team Not sure
Are there situations where this process needs different steps?You may enter “No known exceptions.”
About client onboarding
Please describe what you want a new client to experience after signing their agreement, through their first successful step.
What are the main steps, decisions, and points where one person or team takes over from another?
Are there different onboarding paths for different client types, services, or packages?
Which system should hold and run the onboarding process?
Which onboarding emails, texts, forms, documents, and templates already exist?
After the system is live, who will be responsible for each step and approval?
What information must be collected or visible before a client is considered fully onboarded?
About the connected work
Which areas would you like help improving? Select all that apply.
What are the one to three results that must be completed in this first project?
For each priority, describe what exists now and what you want it to become.
Do you need to clean up existing records or move records from one system to another?Select one No Yes, limited cleanup or checking records Yes, move records from one system Yes, move records from multiple systems Not sure
If records are involved, about how many are there and where are they stored now?(if applicable)
Are any new systems being selected or purchased as part of this work?Select one No Yes, already selected Possibly, but not selected yet
How many people will use, contribute to, or need instructions for the completed systems?
What work would be valuable but can wait for a later phase if there is not enough time to complete everything in this first project?
About planning and clarity
What business-process or system questions do you need to work through before anything is built or changed?
What has made it difficult to decide the next step so far?
What existing process information, documents, or system access could you provide after a paid planning engagement is confirmed?
What would make a planning-and-clarity process valuable to you?
