First impressions matter. And when it comes to client on-boarding, having a clear and efficient system in place can make all the difference.
What exactly do we mean by client on-boarding though?Ā Well, let's take a look at some of the core goals or desired outcomes we're shooting for when it comes to kicking off a new client project:
If we can achieve these 4 things, in a consistent and repeatable fashion, we're well on our way to setting up each new project for success.
And that's precisely the goal of this Client Project OS template. Let's take a look through it now.
This client onboarding and shared project template is broken down into 3 main 'sections', with multiple views within each. The first section is for sharing and housing all 'Background &Ā Company' information. By default, there are 3 views within this section:
Of course, you can add new workspaces and pages to this section as best suits your project, but the main goals we have for this setup are to:
The customers and personas workspace pulls from our User Persona template (found here), and serves as a space to better explore and understand key traits about our client's target audience and customers.
The competitors database includes properties for keeping track of:
Whether the client provides this information for you directly, and you simply add it to the database, or if you go out and do the research yourself--by consolidating this research into a single database, we can easily sort through the client's key competitors via a range of factors (see the list above).
The Brand Story, Vision &Ā Mission workspace includes a 5-part framework exercise for helping to clarify the client's core brand offering. If the client's brand is already well developed, you can fill out this exercise yourself with information provided--or you can run the exercise with the client directly.
If useful, you can also create a gallery of brand assets at the bottom of the branding workspace.
Next up is the project section. In it, we have:
Where the first section let us get up to speed with our client's background, this section is for keeping track of the project itself.
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