Client Journey - Intake Process

The Client Journey is a comprehensive process that involves carefully considering each step a potential client takes when they enter your realm. It encompasses everything from the initial inquiry about your services to the eventual delivery of the final product or service. This journey is crucial in understanding and optimizing the customer experience to ensure seamless interactions and successful outcomes.

Intake Process

When commencing a project, it is crucial to conduct an intake session with the client to revisit the scope of work thoroughly. This step ensures that both parties are aligned, reaffirms that expectations remain consistent, and minimizes the risk of misunderstandings.

Especially in the realm of skilled trades, it is a prevalent scenario for projects to kick off weeks or even months after the initial contracting phase. This time gap can potentially introduce ambiguities or misinterpretations, underlining the importance of revisiting and clarifying the scope of work during the intake process.

By diligently reviewing the project scope at the outset, businesses can mitigate the chances of discrepancies, enhance communication with clients, and pave the way for a more successful project execution.