AI Checklist Generator

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Potential new client

Initial Contact

Schedule initial meeting with potential client

Gather background information on potential client's industry and needs

Prepare questions to ask during initial meeting

Assessment of Needs

Conduct thorough needs assessment with potential client

Identify potential areas for improvement or opportunities for growth

Determine if consulting services align with potential client's goals

Proposal Development

Develop customized proposal outlining consulting services to be provided

Include timeline, deliverables, and cost estimates in proposal

Present proposal to potential client and address any questions or concerns

Contract Negotiation

Negotiate terms of contract with potential client

Ensure clear communication of expectations and responsibilities

Finalize contract and obtain client signature

Onboarding Process

Establish project team and assign roles and responsibilities

Set up regular check-ins and communication channels with client

Develop project plan and timeline for implementation

Kickoff Meeting

Conduct kickoff meeting with client to review project plan and expectations

Address any concerns or questions from client

Set clear goals and objectives for consulting engagement

Ongoing Communication

Maintain regular communication with client throughout consulting engagement

Provide updates on progress, challenges, and successes

Address any issues or concerns promptly

Evaluation and Feedback

Conduct regular evaluations of consulting services provided

Gather feedback from client on performance and impact

Use feedback to make improvements and adjustments as needed.

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