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1-Organization Code CCC Client Onboarding-SOP
1-Organization Code CCC Client Onboarding-SOP
Ver: 1.0
Small Logo CCC Name
Procedure: Client Onboarding
Document Code: ABC-SOP-001
Ver. 1.0
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Small Logo CCC Name
Procedure: Client Onboarding
Document Code: ABC-SOP-001
Ver. 1.0
Table of Contents
1 Abbreviations Used in this Document.................................................................................................4
2 Document Summary............................................................................................................................4
2.1 Purpose........................................................................................................................................4
2.2 Scope...........................................................................................................................................4
3 Responsibilities....................................................................................................................................4
3.1 Responsibilities of the Head of business development................................................................4
3.2 Responsibilities of the Head of HR...............................................................................................4
3.3 Responsibilities of the Head of Ops.............................................................................................5
4 Procedure Detail..................................................................................................................................6
4.1 Procedure flow Diagram..............................................................................................................6
4.2 Procedure content.......................................................................................................................7
4.2.1 Prospect Detailing....................................................................................................................7
4.2.2 Prospect Boarding:...................................................................................................................7
4.2.3 Prospect Launch.......................................................................................................................7
5 Related Records or Procedure.............................................................................................................8
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Small Logo CCC Name
Procedure: Client Onboarding
Document Code: ABC-SOP-001
Ver. 1.0
2 DOCUMENT SUMMARY
2.1 Purpose
The purpose of this document is to define clients on-boarding procedure.
2.2 Scope
This document pertains to Marketing & Sales, Operations and IT Departments of {CCC}.
3 RESPONSIBILITIES
Head of Business Development
Head of HR
Head Of Ops
3.1 Responsibilities of the Head of business development
Please list all responsibilities of Head of BD/Executive or Manager of BD or whoever brings
business
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Small Logo CCC Name
Procedure: Client Onboarding
Document Code: ABC-SOP-001
Ver. 1.0
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Small Logo CCC Name
Procedure: Client Onboarding
Document Code: ABC-SOP-001
Ver. 1.0
4 PROCEDURE DETAIL
4.1 Procedure flow Diagram
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Small Logo CCC Name
Procedure: Client Onboarding
Document Code: ABC-SOP-001
Ver. 1.0
In this meeting we take the estimation for launch of the program & set up the
expectations which have been disclosed by the prospect. Like how many resources
do we need, what sort of training is required, portal creations access, dialer set up
along with agent IDs, VOIP service creation etc. Equipment setup, training of the
resources and which operations director will be the point of contact from the CCC
and which program manager will be taking charge.
Goals are projected every month higher than the previous months achievement in a
way where we keep team/agent’s potential in mind. For example we achieved LPD of
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Small Logo CCC Name
Procedure: Client Onboarding
Document Code: ABC-SOP-001
Ver. 1.0
45 sales in the current month the next month we push for over 50 to 55 sales every
day.
We always expect to overachieve or get 100% of our assigned targets for the month.
In case we are unable to get the daily goal we push people to go that extra mile and
get their required goal or dial extra to get the goal done.
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