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Client Experience Journey Mapping

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All customer actions and interactions in their relationship with a brand, product, service

A lot needs to happen when your firm signs a new client—often by several different members of your team. A detailed process that you can replicate for each new client is the only way to make sure all bases are covered. This is the process used by an accounting firm to onboard their clients.

Some steps in this process are specific to United Kingdom accounting requirements, but it's a great example of how a fast-growing firm is achieving success. Your firm can tailor these steps to suit the needs of your prospective clients.

This process is one of three provided, which all relate to their customer journey. You can also check out how they onboard their clients (once their leads are converted), and how they offboard clients at the end of their relationship.

Download Sample Data

Download this loan app sample data now and start using it

Related Templates

Add to Process App Library

Get more out of this template by adding it to Perceptif Apps Studio, including:

  • Visualise Overall Loan Process

  • Analyse Process Flow Steps

  • Cycle Time Analysis

  • Employee Effectiveness

Ask an Expert

Get more out of this Process App by asking a process expert to help. Some areas they can assist:

  • Advanced Process Analysis

  • Industry Benchmarking

  • Process Automation

  • Best Practices

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