Each template offered on this page provides you with the ability to do the following: The templates offered in this article will help ensure that you (and your coworkers) are able to record precise client intake information, the services requested, and any other relevant details. Without an effective client-intake solution, your organization’s reputation could also be compromised, and you could possibly face monetary losses. Additionally, you may lose out on valuable, enduring relationships with clients who look to you for support and guidance. If you can’t record new client information precisely, you risk the initial encounter reflecting poorly on your organization. Without a sufficient client-intake procedure, you risk missing the opportunities from first impressions. (Note that the client intake process is distinct from client onboarding for the latter, you can find free, downloadable onboarding templates and checklists in this article.) By recording accurate and thorough client-intake information, you help determine who in your organization to notify about services that clients are seeking, how urgent these services are, and what actions they need to take. You can begin the client intake process by completing a client intake form, which has the potential to help you form long-lasting relationships with your clients. WorkApps Package your entire business program or project into a WorkApp in minutes.Digital asset management Manage and distribute assets, and see how they perform.
Resource management Find the best project team and forecast resourcing needs.Intelligent workflows Automate business processes across systems.Governance & administration Configure and manage global controls and settings.Streamlined business apps Build easy-to-navigate business apps in minutes.Integrations Work smarter and more efficiently by sharing information across platforms.Secure request management Streamline requests, process ticketing, and more.Process management at scale Deliver consistent projects and processes at scale.Content management Organize, manage, and review content production.Workflow automation Quickly automate repetitive tasks and processes.Team collaboration Connect everyone on one collaborative platform.
Smartsheet platform Learn how the Smartsheet platform for dynamic work offers a robust set of capabilities to empower everyone to manage projects, automate workflows, and rapidly build solutions at scale.
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