Onboarding process is a mess and no one can explain it clearly
I asked my manager to explain our client onboarding process and got this “First we send the doc, then depending on what they choose we either go into setup or strategy, unless they need revisions, then we loop back, but only sometimes.”
????
So I tried to write it down step by step and realized there are decision points everywhere, some steps repeat, some things only happen if conditions are met
Basically impossible to explain in text without it sounding confusing.
Then I tried explaining it to a new hire and they were even more confused.
I feel like this is something that NEEDS to be visual (like arrows, branches, decisions), not paragraphs.
How do companies actually map processes like this in a way that makes sense, would really appreciate advice