The Implementation Flow Chart provides a visual overview of the client journey from the completion of the sales process through implementation and transition to ongoing support. It outlines the key steps, responsibilities, and internal handoffs required to ensure each new client moves through the implementation process consistently and efficiently. The flow chart is designed to provide clear ownership across Sales, Implementation, Tax, and Payroll, while ensuring the appropriate information and documentation are completed before the client advances to the next stage. This flow should be used as a reference throughout each implementation to ensure required steps are completed in the correct order, internal teams remain aligned, and the client receives a smooth and organized implementation experience.
