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Fiverr Pro
English
$
USD
I will audit and improve your client onboarding workflow
Operations and Client Delivery Specialist
I help accountancy firms, consultancies and nonprofits turn scattered work into clear workflows, ownership and deadlines. I bring 15+ years of international programme, project and B2B client-managemen...
About this Gig
Client onboarding should not depend on memory, repeated chasing or unclear ownership.
I will review one onboarding or client-delivery workflow and turn it into a clear, practical operating system. Depending on the package, you will receive a workflow map, prioritised bottlenecks, owners, milestones, risks, KPIs and a 30-day improvement plan. The Premium package also includes a redesigned workflow, operational tracker and concise SOP.
I bring more than 15 years of international programme, operations and B2B client-management experience, including nine years coordinating accounting, audit, compliance, legal and restructuring work for London clients.
This service is suitable for accountancy firms, consultancies, agencies, nonprofits and other professional-service teams.
Please message me before ordering if your workflow involves unusually complex systems or more than one department.
Operational support only. I do not provide accounting, tax, legal, AML, regulatory or specialist fundraising advice, custom software development, API integration or bulk data migration.
Domain:
Business
Industry:
Business services & consulting
•
Financial services
Language:
English
My Portfolio
FAQ
What do you need from me to begin?
A short description of the workflow, one named decision-maker, and up to three existing documents, screenshots or anonymised examples. A guided screen-share is also possible.
Can you work with confidential client information?
Yes, but I prefer anonymised materials, limited access and screen-sharing where practical. Please do not send passwords or unnecessary personal data.
Will you implement the recommendations?
The Basic and Standard packages focus on diagnosis and planning. The Premium package includes one redesigned workflow, tracker and SOP. Additional implementation can be scoped separately.
