Client Management and Consulting Workflow
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ScribdTranslationsClient Management and Consulting Workflow
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ScribdTranslationsSTART
Search for the data Database
from the client of clients
Contact the
client
Scheduling
of Appointment
Meeting with the
client
Presentation of the Portfolio of
portfolio of Service
services
NO Are you interested?
1 our
service?
YES
Format of
Diagnostic survey
1
1
Report of Format of
diagnostic report
Format of
Development of the
Quotation
quotation
NO
Do you accept the
quotation?
YES
Schedule of
activities
Schedule for
personal
Induction of the
consulting
Development of the
2 consulting
2
2
Survey of the Format of
consulting survey
NO Was developed
2 correctly
the advice?
YES
Format of
Presentation of report
report
Format of
Invoicing Billing
Format of
Survey of survey of
satisfaction satisfaction
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