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Client Onboarding Workflow

Client onboarding

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Shiv Bajpai
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13 views4 pages

Client Onboarding Workflow

Client onboarding

Uploaded by

Shiv Bajpai
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Client Onboarding Workflow

To ensure every project aligns with the client’s vision and delivers exceptional results, we
follow a four-step onboarding and execution process. This workflow helps us maintain
transparency, improve communication, and deliver high-quality websites and applications
tailored to each client's unique requirements.

Step 1: Initial Google Meet with Client – Understanding the Imagination

Objective:​
To get complete clarity on the client's vision, business goals, and expectations.

Details:

●​ We schedule a Google Meet with the client soon after the initial inquiry or lead is
qualified.​

●​ During the meeting, we ask guided questions to explore:​

○​ What type of application or website they want​

○​ Their business niche, goals, and target audience​

○​ Any references they admire or want to replicate​

○​ Desired features, integrations, or platform preferences (e.g.,


Android/iOS/Web)​

○​ Branding and design expectations (colors, tone, imagery, etc.)​

●​ We record the session (with permission) to ensure no detail is missed.​


●​ All notes and insights are documented and saved in our CRM/project tool.​

Outcome:​
A clear understanding of the client’s imagination, expectations, and end goals. This
becomes the foundation for internal briefing and design.

Step 2: Internal Team Meeting – Client Vision to Project Blueprint

Objective:​
To align the internal team (designers, developers, project manager) with the client’s
imagination and expectations.

Details:

●​ We conduct a second internal Google Meet, including:​

○​ UI/UX designers​

○​ Frontend and backend developers​

○​ Project manager or team lead​

●​ The client’s vision and meeting notes are shared in detail.​

●​ The team discusses feasibility, timeline estimates, and technical stack suggestions.​

●​ A shared document is created, outlining:​

○​ Major modules and features​

○​ Responsibilities of each team member​

○​ Tentative deadlines for UI/UX, development, and testing​

Outcome:​
A fully aligned internal team with a well-defined action plan based on the client’s
requirements.

Step 3: Figma UI/UX Design – Bringing the Vision to Life

Objective:​
To visually translate the client’s imagination into a user-centric, aesthetic, and functional
design.
Details:

●​ Our UI/UX designers begin creating wireframes and high-fidelity Figma designs.​

●​ Designs are:​

○​ Mobile and desktop responsive​

○​ Aligned with current trends and the client’s branding​

○​ Optimized for user experience and ease of navigation​

●​ We maintain ongoing communication with the client to ensure:​

○​ The designs meet their expectations​

○​ Any feedback is quickly implemented​

●​ Once the complete Figma design is ready, it is shared with the client for approval.​

Outcome:​
A full UI/UX design ready for development with client approval, ensuring no surprises in the
final product.

Step 4: Final Frontend & Backend Development

Objective:​
To convert the approved Figma designs into a live, fully functional product using best
development practices.

Details:

●​ The development team starts working on:​

○​ Frontend: HTML/CSS/React/Flutter (as per project need)​

○​ Backend: Node.js/Spring Boot/PHP (as required)​

○​ Database: MySQL, Firebase, MongoDB, etc.​

●​ Regular progress updates are shared with the client every 3–5 working days.​

●​ Any minor visual or functionality adjustments based on real-time feedback are


accommodated during the process.​
●​ Upon completion, the project goes through:​

○​ Internal testing​

○​ UAT (User Acceptance Testing) with the client​

○​ Final deployment on production server/store

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