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Phase 6

CAS
Process

Strategic plans, standardized workflows, and documented processes to ensure consistent, high-quality service delivery.

← Resource Library/Process
3 Resources in This Section

Video
Sell What They Value
Align process and pricing with client value while identifying key indicators for selling to existing clients.
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Document + Presentation
Client Onboarding Checklist & PowerPoint Presentation
A comprehensive onboarding checklist and accompanying presentation to streamline your new CAS client intake process.
Download document & presentation

Document
Additional Onboarding Considerations
Onboarding complexity depends on the client’s technology, data quality, and structure, requiring the right expertise, clear scope, and intentional planning to protect timelines and margins.
Download document