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Consulting client ongoing relationship

Client Onboarding

Conduct initial client meeting to understand their goals and needs

Define project scope, objectives, and deliverables

Agree on project timeline and budget

Gather necessary client information and documentation

Establish communication channels and frequency

Develop a project plan and get client sign-off

Create a project documentation repository

Assign roles and responsibilities to all team members

Issue project kickoff and welcome materials

Provide training to team members and client stakeholders

Set up project tracking and reporting system

Review and update client service agreement

Establish project governance and decision-making process

Create stakeholder engagement plan

Develop project risk management plan

Finalize project timeline and budget

Project Execution

Assign project team and roles

Develop and present project plan and timeline

Conduct regular progress meetings with the client

Provide regular updates on project status and milestones

Address any issues or concerns promptly

Seek client feedback and incorporate it into project execution

Deliverable Review and Approval

Submit deliverables to the client for review

Address any feedback or revisions required

Obtain client approval on deliverables

Ensure deliverables meet quality standards and client expectations

Ongoing Communication and Relationship Management

Schedule regular check-in meetings with the client

Provide ongoing support and assistance as needed

Seek opportunities for additional project engagements

Maintain open and transparent communication with the client

Address any concerns or issues promptly

Nurture the client relationship through regular engagement

Project Closure and Evaluation

Conduct a project closure meeting with the client

Review project outcomes and success against agreed-upon objectives

Obtain client feedback on project experience

Evaluate project performance and lessons learned

Generate project closure documentation and final reports

Ensure client satisfaction and obtain testimonials or referrals

Note: This checklist is a general template and may vary based on the specific needs and requirements of each consulting organization and client.

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