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client qualification

Company Information

Gather basic company details such as name, location, industry, and size

Verify the company's legal status and financial stability

Research the company's history, reputation, and any recent news or events

Project Requirements

Identify the client's specific needs and objectives for the project

Assess the scope and complexity of the project

Determine if the organization has the necessary expertise and resources to meet the requirements

Budget and Timeline

Discuss the client's budget for the project and ensure it aligns with the proposed scope

Confirm the client's desired timeline and assess if it is realistic

Evaluate the potential profitability of the project based on the budget and timeline

Decision-Making Process

Determine who the key decision-makers are within the client's organization

Understand their decision-making process and any potential challenges or roadblocks

Assess the client's willingness and ability to make timely decisions

Compatibility and Fit

Evaluate if there is a cultural fit between the consulting organization and the client

Assess the compatibility of working styles, communication preferences, and values

Determine if the consulting organization's approach and methodologies align with the client's expectations

Legal and Ethical Considerations

Review and understand any legal or regulatory requirements related to the project

Assess if there are any conflicts of interest or ethical considerations that may hinder the partnership

Ensure compliance with any industry-specific standards or codes of conduct

Resources and Capacity

Evaluate the consulting organization's availability and capacity to take on the project

Determine if the necessary resources, such as staff, technology, and infrastructure, are available

Assess the potential impact on existing client commitments and workload

Proposal and Contract

Prepare a formal proposal outlining the project scope, deliverables, timeline, and cost

Discuss the proposal with the client and address any questions or concerns

Finalize the contract terms and conditions, including payment terms and intellectual property rights

Risk Assessment

Identify and assess any potential risks or challenges associated with the project

Develop a risk mitigation plan and evaluate if the client is willing to accept and manage these risks

Determine if the potential rewards outweigh the identified risks

Client References and Testimonials

Request and contact references from the client's previous or current partners

Gather feedback on the client's reputation, satisfaction levels, and overall experience

Consider testimonials or case studies that demonstrate successful client engagements

Note: This checklist is a general guideline and may vary depending on the consulting organization's specific industry, expertise, and client base.

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