IMPACT

Client Onboarding

A confident start with every new client

Imagine a new client signs on Friday. The brief is still in the account manager’s inbox, the designer hasn’t seen it, and finance is waiting to set up billing.

A consultant gathers details from two new clients.

Sound familiar?

  • Account manager

    You forward the brief to each person separately, then chase to find out who has started.

  • Team lead

    Every kick-off runs a little differently, depending on who ran the last one.

  • Designer

    You start with half the brief, then redo work when the rest arrives.

With IMPACT

Select a step to see it in IMPACT.

What it brings

Clients who feel looked after from day one, and a team that starts the real work sooner.

See it with your own team’s work.

Bring an example from your team, and we’ll show how it looks in IMPACT.