Client prospecting to invoicing intake process

Description:

The image depicts a PowerPoint slide titled "Client Prospecting to Invoicing Intake Process," which outlines a business process flow from initial client interaction to payment processing. On the slide, there are five key stages or steps:

1. Prospecting: 

Highlighted with an icon of a person with binoculars, suggesting the search for potential clients.

2. Proposal: 

Indicated by a document icon, representing the step where a proposed plan or bid is submitted to a potential client.

3. Contract: 

Accompanied by a clipboard icon, it signifies the agreement phase between the service provider and the client.

4. On-boarding: 

Showcased with a document and checkmark icon, implying the client's integration process into the service provider's system.

5. Invoicing: 

Denoted by a paper with a checkmark, representing the billing part of the process.

Use Cases:

Now, let's look at seven specific industries where these slides can be applied, and their respective use cases:

1. Consulting:

Use: To outline the client engagement process from initial contact to final billing.

Presenter: Business Development Manager

Audience: New consultants or sales teams

2. Financial Services:

Use: To train staff on the customer lifecycle from lead generation to account settlement.

Presenter: Training Coordinator

Audience: Customer service representatives

3. Real Estate:

Use: Illustrating the client journey from property prospecting to transaction completion.

Presenter: Real Estate Broker

Audience: Real estate agents

4. IT Services:

Use: Describing new client acquisition and project initiation procedures.

Presenter: Project Manager

Audience: IT consultants and business analysts

5. Advertising Agencies:

Use: Demonstrating how a pitch evolves into a campaign and finally revenue recognition.

Presenter: Account Executive

Audience: Creative and account management teams

6. Health Care Providers:

Use: Explaining patient recruitment, service agreement, onboarding and billing.

Presenter: Practice Manager

Audience: Administrative and clinical staff

7. Manufacturing

Use: To show the sales process from finding leads to delivering a product and invoicing.

Presenter: Sales Director

Audience: Sales and customer service teams