Onboarding map
A stage-by-stage view of client actions, internal checks, owners and handover points.
CLIENT ONBOARDING
Give each new client a clear start.
Onboarding should make the next step obvious for both the client and the team. I help professional services businesses organise the journey from first agreement to a confident handover into delivery.
Discuss this workWHEN IT HELPS
A useful starting point
This is useful when new clients repeat information, documents arrive in several places, responsibilities are unclear, or an account depends on one person remembering every step.
WHAT YOU RECEIVE
Concrete outputs your team can use.
SOP and communication templates
Concise instructions and adaptable messages for requests, updates and the transition into service.
Live onboarding tracker
A shared view of status, outstanding items, deadlines and the next owner.
HOW IT WORKS
Understand first. Build for real use.
Review the journey
Compare the intended process with what new clients and staff actually experience.
Design a standard path
Define required information, decision points, exceptions and clear ownership.
Pilot and hand over
Run a small set of real cases through the workflow and refine it before wider use.
The approach can be adapted to partner, donor or programme onboarding where reliable documentation and handovers matter just as much.
WORKING IN ARMENIA
Local context, practical delivery.
I am based in Yerevan and can help teams serving clients or partners in Armenia and abroad make their requests, responsibilities and handovers easier to follow. Where needed, the workflow can account for Armenian and English communications. Explore operations consulting in Armenia.
LET’S MAKE THE WORK CLEARER
Tell me where the work gets stuck.
I will help you define a practical next step for your team.
hagop@hagopipdjian.comYerevan, Armenia · Working remotely worldwide