Client Enquiry Process Checklist

A Microsoft Word Template

You only get one chance to make a first impression.

Make it count, and give potential clients a high-quality, professional experience that you can easily repeat over and over again!

Creating systems and processes for yourself will not only reduce your stress levels and your workload, but also ensure that every potential client receives the same professional and on-brand experience - no matter when they reach out!

Thrive's practical Client Enquiry Process Checklist has been designed in Microsoft Word, and is able to work both on the screen and as a print out - so you can use it in a way that makes sense to you!

Laid out to ensure you collect all of the information you need to make the right decision for you, this template is literally ready to download and go!

Streamline your business processes, using the tools you already have available to you!

Thrive's Client Enquiry Process Checklist is delivered as a Microsoft Word template, and includes:

  • pre-formatted sections, that allow you to collate all of the information you need to make a decision
  • an easy-to-follow layout, that works through the enquiry process in a logical sequence
  • checkboxes and text boxes that help you easily see what is next
  • suggestions for the Microsoft 365 apps you can use to manage this process
Resource Checklist Client Onboad Cover