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Checklist for new client intake

Initial Contact and Assessment

Gather basic information about the client (name, contact details, company name, etc.)

Determine the client's industry and specific consulting needs

Assess the client's goals, objectives, and expectations

Evaluate the client's current situation and any existing challenges

Scope of Work and Project Details

Define the scope of the consulting project and its deliverables

Discuss the project timeline and deadlines

Clarify the roles and responsibilities of both the consulting organization and the client

Determine the budget and financial terms of the project

Collecting Background Information

Request relevant documents and data from the client (financial statements, market research, etc.)

Obtain access to any necessary systems or platforms used by the client

Conduct interviews or meetings with key stakeholders to gather additional information

Perform a thorough analysis of the client's industry, competitors, and market trends

Risk Assessment and Legal Considerations

Identify any potential risks or challenges associated with the project

Evaluate legal aspects such as confidentiality agreements, non-disclosure agreements, etc.

Obtain necessary approvals or clearances for the project, if required

Discuss any ethical considerations or conflicts of interest that may arise

Team Allocation and Resource Planning

Determine the consulting team members required for the project

Assign roles and responsibilities to each team member

Evaluate the availability and capacity of the team members

Create a detailed project plan with milestones and deadlines

Communication and Reporting

Establish communication channels and frequency with the client

Determine the preferred method of communication (email, phone, meetings, etc.)

Discuss the reporting structure and the type of reports the client expects

Agree upon regular progress updates and review meetings

Contract and Agreement

Prepare a formal contract or engagement letter outlining the project details

Include terms and conditions, payment schedule, and any specific clauses

Review the contract with the client and address any concerns or modifications

Obtain signed agreement from the client before proceeding with the project

Kick-off and Onboarding

Schedule a kick-off meeting with the client to introduce the team and discuss project details

Share the project plan, timeline, and deliverables with the client

Provide any necessary training or onboarding materials to the client

Confirm the start date and logistics for the project implementation

Ongoing Monitoring and Evaluation

Establish a system for monitoring the project progress and evaluating the outcomes

Schedule regular check-ins with the client to address any issues or concerns

Continuously assess the client's satisfaction and adjust the project as needed

Conduct a final evaluation and review with the client upon project completion

Note: This checklist is a general guide and may vary depending on the specific needs and requirements of each consulting organization.

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