Client Lifecycle
From first inquiry to ongoing reporting.
The workflow below outlines how MBP manages client engagements from the initial consultation through reporting, delivery, and ongoing support.
Inquiry
The client submits a request through the website, official email, or phone with the service they need.
Requirements Review
MBP reviews the client’s objectives and identifies the services, reporting formats, and support requirements that best match the engagement.
Scope Definition
Deliverables, reporting frequency, client type, timeline, and support level are defined.
Proposal
A proposal or service option description explains the service before payment or activation.
Invoice
A formal quotation or invoice is prepared based on the agreed scope, reporting requirements, and delivery schedule.
Onboarding
Client provides keywords, names, brands, topics, channels, or reporting objectives.
Delivery
Reports, summaries, analytics notes, or consultancy files are delivered digitally.
Records
Invoices, reports, support messages, and delivery confirmations are maintained.