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onboarding new clients

Pre-Engagement

Confirm client's interest and availability for an initial consultation

Gather background information on the client's company and industry

Determine the client's needs and objectives for the consulting engagement

Assess potential conflicts of interest or ethical concerns

Engagement

Define the scope of work and deliverables for the consulting engagement

Agree on the terms of the consulting contract, including payment terms and confidentiality agreements

Assign a dedicated consultant or team to work with the client

Schedule regular check-ins and milestones for the consulting engagement

Onboarding

Send a welcome package to the client, including a detailed project plan and timeline

Conduct a kickoff meeting with the client to discuss expectations and goals

Gather any additional information or data needed from the client to start the project

Set up communication channels and project management tools for collaboration

Execution

Begin working on the agreed-upon deliverables and milestones

Provide regular updates and progress reports to the client

Seek feedback and input from the client throughout the engagement

Address any issues or concerns that arise in a timely and professional manner

Completion

Review the project outcomes and deliverables with the client

Seek feedback on the consulting engagement and areas for improvement

Close out the project and finalize any outstanding paperwork or invoices

Discuss opportunities for future collaboration or additional services with the client.

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