SOP Magic: AI-Powered SOPs in Seconds
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SOP Title: Onboarding a New Client
Purpose: To ensure a smooth and consistent onboarding experience for all new clients.
Steps:
- Send welcome email with initial questionnaire.
- Schedule kickoff call.
- Gather all necessary documents and access credentials.
- Set up client in project management software.
- Hold kickoff call and define project scope.
Tools Required: Email, Calendar, CRM, Project Management Software.
Responsible Party: Account Manager.
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