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Client Onboarding Checklist

Pre-Contract Phase

Initial client meeting to discuss project requirements

Provide client with proposal and quote

Negotiate terms and sign contract

Project Setup Phase

Assign project manager and team members

Set up project communication channels (email, chat, project management tool)

Gather all necessary project documentation and assets from client

Development Phase

Schedule regular project update meetings with client

Provide client with access to project progress tracking tool

Obtain client feedback and approval at key milestones

Testing & QA Phase

Conduct thorough testing of software

Fix any bugs or issues identified during testing

Obtain client approval for final product

Launch & Delivery Phase

Deploy software to production environment

Provide client with training on using the software

Obtain client sign-off for project completion

Post-Launch Support Phase

Provide ongoing support and maintenance for the software

Address any post-launch issues or bugs promptly

Schedule regular check-ins with client to ensure satisfaction and address any additional needs.

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