
The Perfect Client Onboarding & Offboarding System with Pip Meecham
Business Processes Simplified Podcast
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Using Project Management Tools - It's Key
It's almost like that first document that you've done is the high level, here's how it's all working from the top down. But then when you start to assign out tasks, you want to make sure that there is a clear outcome and it's delivered to a certain standard. So you might almost have milestones effectively, every of that particular step in the overall process. E kind of just flows across. It's key, particularly once team members get trained upan and work with a company in a process over a long period of time. They know how to do it.
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