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client onboarding checklist

Initial Contact and Pre-Sales

Gather client contact information

Schedule an introductory call or meeting

Provide an overview of the company and services

Understand client requirements and scope of work

Discuss budget and timelines

Provide case studies or references if necessary

Prepare a proposal or statement of work (SOW)

Contract and Legal Documentation

Prepare a contract or agreement

Review and negotiate terms with the client

Obtain necessary signatures and approvals

Ensure legal compliance and confidentiality

Project Kickoff and Planning

Assign a project manager and key team members

Schedule a project kickoff meeting

Discuss project goals, objectives, and deliverables

Define project milestones and timelines

Develop a detailed project plan

Allocate necessary resources and budget

Technical Setup and Infrastructure

Set up necessary development environments and tools

Configure version control system and repositories

Establish project management and communication tools

Ensure secure and reliable infrastructure

Create user accounts and access permissions

Team Alignment and Communication

Introduce the client to the project team

Assign roles and responsibilities to team members

Establish regular communication channels

Conduct team training or onboarding sessions

Define reporting and escalation procedures

Requirements Gathering and Analysis

Conduct detailed requirements gathering sessions

Document and validate client requirements

Analyze and prioritize features and functionalities

Define acceptance criteria and success metrics

Obtain client approval on requirements

Development and Testing

Start development as per the defined project plan

Break down tasks into manageable units

Conduct regular code reviews and quality checks

Perform unit testing and integration testing

Develop test cases and test plans

Conduct functional and non-functional testing

Deployment and Go-Live

Prepare for deployment and production environment setup

Coordinate with the client for user acceptance testing (UAT)

Address and fix any issues or bugs found during UAT

Plan and execute data migration if required

Ensure proper backup and disaster recovery plans

Post-Deployment Support and Maintenance

Provide client training and documentation

Offer ongoing technical support and maintenance

Address any post-deployment issues or enhancements

Schedule regular project review and feedback sessions

Discuss potential future projects or engagements

Note: This checklist is a general guideline and may vary based on the specific requirements and processes of each software development organization.

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