Client Intake Process

The client intake process is critical to ensuring smooth onboarding for new customers and projects.

client intake process

The client intake process (or "client onboarding process") is critical to ensuring smooth onboarding for client projects and ultimately ensuring ongoing success.

What is a "Client Intake Process?"

The intake process sets the foundation for the ongoing relationship between the client and the vendor. It is the critical step where client and project information is collected for use throughout a project lifecycle.

Unfortunately, many organizations still rely on a series of manual intake forms, emails, phone calls, spreadsheets, and file storage to manage customer/client intake despite the importance of having a consistent, standardized method.

What's the Risk of Poor Client Onboarding?

For companies that rely on solid client relationships and low client turnover to hit revenue goals, bad client intake can be a risky proposition. This is especially true of organizations that provide an opt-out clause or shorter contract lengths. 

A bad client onboarding process can lead to the following:

  • Contract opt-outs.
  • Slow product/service uptake.
  • Poor customer experience.
  • Reduced upselling.
  • Loss of product/service sponsorship.

Client Intake Form

client onboarding processThe process usually begins with an intake form being completed either by the client or the vendor. The information may include the following:

  • Client point of contact details
  • Additional client contacts information
  • Executive sponsor
  • Project description/executive summary
  • Project start and end dates
  • Deliverable confirmation
  • Billing information

Sometimes, the client intake form may be completed directly by the client in an online portal. In other cases, a staff member at the vendor may be completing the form, in which case, additional internal information may be captured up front, including:

  • Cost estimates
  • Hours estimates
  • Project type
  • Project group
  • Channel director
  • Product owner

Intake Routing

Depending on the complexity of the client intake process and the size of the teams involved, there may be more to the routing of collected information than simply populating a CRM or ERP system. Additional reviews, intake forms, approvals, etc., may need to be deployed internally to ensure a smooth rollout.

How Do You Automate Client Intake?

Ensure your process for onboarding new customers meets your organization's needs. It delivers the customer satisfaction you expect to provide; the best approach is building a customized strategy. Integrify offers a completely scalable and customizable platform for building forms, processes, and portals for client intake or any other workflow needs you have.

Interested in Automating Your New Client Workflow?

We have a library of resources to help you on your journey to an automated workplace.


Automate Client Intake

To see how quickly you can begin automating your intake processes, check out our 2-minute product video.

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