New Client Onboarding Process
Swimlane Flowchart — From deal close to active production
graph LR
subgraph Sales
start([Deal closed])
handoff[Hand off contract
& sales notes]
end
subgraph Account Manager
welcome[Send welcome email
with kickoff link &
questionnaire]
check_complete{Questionnaire
complete?}
followup[Follow up for
missing info]
schedule_internal[Schedule internal
kickoff meeting]
client_call[Lead client
kickoff call]
allset[Send 'all set' email
Dashboard & contacts]
end
subgraph Client
fill_questionnaire[Complete onboarding
questionnaire]
review_strategy{Approve
strategy?}
end
subgraph Strategist
create_strategy[Create initial
strategy document]
revise_strategy[Revise strategy
per feedback]
end
subgraph Project Team
internal_kickoff[Internal kickoff
Review, assign roles,
build timeline]
end
subgraph Project Manager
setup_project[Set up project
in Asana with milestones]
done([Client onboarded —
Active production])
end
start --> handoff
handoff --> welcome
welcome --> fill_questionnaire
fill_questionnaire --> check_complete
check_complete -->|No| followup
followup --> fill_questionnaire
check_complete -->|Yes| schedule_internal
schedule_internal --> internal_kickoff
internal_kickoff --> client_call
client_call --> create_strategy
create_strategy --> review_strategy
review_strategy -->|Changes needed| revise_strategy
revise_strategy --> review_strategy
review_strategy -->|Approved| setup_project
setup_project --> allset
allset --> done
style Sales fill:#e3f2fd,stroke:#1565c0
style Account Manager fill:#fff3e0,stroke:#e65100
style Client fill:#e8f5e9,stroke:#2e7d32
style Strategist fill:#f3e5f5,stroke:#6a1b9a
style Project Team fill:#fce4ec,stroke:#c62828
style Project Manager fill:#e0f7fa,stroke:#00838f