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Client onboarding

Pre-Engagement Phase

Gather all necessary information from the client, including contact details, project scope, and objectives.

Conduct preliminary research on the client and their industry to better understand their needs.

Schedule an initial meeting or call to discuss the project in more detail.

Provide the client with a detailed proposal outlining the scope of work, timeline, and fees

Obtain signed approval from the client on the proposal and any initial payment or retainer

Set up a project management system or communication platform for ongoing collaboration

Introduce the client to key team members who will be working on their project

Establish a timeline and milestones for the project to keep both parties on track

Contracting Phase

Draft and review the consulting agreement with the client, including payment terms and deliverables.

Obtain client signatures on the contract and ensure all legal requirements are met.

Set up billing and invoicing processes for the project.

Project Kickoff

Introduce the client to the consulting team members who will be working on the project.

Schedule a kickoff meeting to discuss project timelines, milestones, and expectations.

Set up communication channels with the client, such as email, phone, and project management tools.

Provide the client with an overview of the project scope and objectives

Review the project budget and payment schedule with the client

Discuss any potential risks or challenges that may arise during the project

Confirm the roles and responsibilities of both the consulting team and the client

Establish a regular meeting cadence and update schedule for project progress reports

Ensure that all necessary resources and access permissions are in place for the project to proceed smoothly

Data Collection

Request any necessary data or information from the client to begin the project.

Ensure all data is securely transferred and stored according to client confidentiality agreements.

Organize and analyze the collected data to inform the consulting work.

Review the data provided by the client to identify any gaps or inconsistencies

Verify the accuracy and relevance of the data before proceeding with analysis

Seek clarification from the client on any ambiguous or incomplete data

Create a data inventory to keep track of all information received from the client

Conduct data cleansing and normalization to ensure the data is accurate and consistent

Document any assumptions made during the data collection process for transparency and reference

Initial Analysis

Conduct a preliminary analysis of the client's current situation and identify potential areas for improvement.

Develop a project plan outlining the consulting approach, methodology, and deliverables.

Present the initial analysis and project plan to the client for feedback and approval.

Ongoing Communication

Schedule regular check-in meetings with the client to provide updates on the project progress.

Address any concerns or issues that arise during the project in a timely manner.

Keep the client informed of any changes to the project scope, timeline, or budget.

Project Completion

Deliver the final project deliverables to the client and ensure all objectives have been met.

Conduct a project review meeting with the client to discuss the outcomes and lessons learned.

Obtain feedback from the client on the consulting services provided and areas for improvement.

By following this comprehensive checklist, consulting organizations can ensure a smooth client onboarding process and successful project outcomes.

Obtain client approval and sign-off on the final project deliverables

Provide a detailed project summary report to the client outlining key findings, recommendations, and next steps

Schedule a follow-up meeting with the client to address any outstanding questions or concerns

Collect any outstanding payments or invoices related to the project

Begin transitioning the client to ongoing support or maintenance services, if applicable

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