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client intake

Initial Contact

Gather basic contact information (name, company, phone number, email)

Determine the client's needs and expectations

Discuss budget and timeline constraints

Assess compatibility with the organization's capabilities and expertise

Project Scope

Define the project scope and objectives

Identify key stakeholders and decision-makers

Determine project requirements and deliverables

Establish a project timeline and milestones

Legal and Administrative

Draft and sign a formal contract outlining project scope, terms, and responsibilities

Establish payment terms and milestones

Obtain necessary legal permissions and licenses

Set up project management tools and communication channels

Technical Requirements

Gather detailed technical requirements and specifications

Determine technology stack and development tools to be used

Identify potential integration points with existing systems

Discuss security and data privacy requirements

Resource Allocation

Assign a project manager and development team to the project

Allocate necessary resources (hardware, software, etc.)

Schedule regular project meetings and check-ins

Set up a feedback and approval process for deliverables

Communication and Reporting

Establish regular communication channels with the client

Define reporting metrics and frequency

Set up a system for tracking project progress and milestones

Address any communication preferences or concerns from the client

Quality Assurance

Define testing and QA processes

Create a plan for bug tracking and resolution

Conduct regular code reviews and quality checks

Establish a process for user acceptance testing and feedback

Training and Support

Develop a plan for user training and onboarding

Provide documentation and support resources

Establish a process for handling post-launch support and maintenance

Ensure client is informed of ongoing updates and enhancements

Project Closure

Conduct a final project review and evaluation

Obtain client feedback and testimonials

Archive project documentation and deliverables

Discuss potential future projects and collaborations.

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