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Client Checklist
I. Initial Consultation
Confirm client expectations and deliverables
II. Documentation
Create a client profile including contact information
Collect necessary documents (e.g., contracts, agreements)
Review legal requirements and compliance
Ensure confidentiality agreements are signed
III. Project Planning
Outline project timeline and milestones
Define roles and responsibilities of team members
Develop a budget and allocate resources
Establish communication protocols and frequency
IV. Implementation
Kick-off meeting with the team and client
Assign tasks and set deadlines
Monitor progress and adjust plans as necessary
Maintain regular updates with the client
V. Evaluation and Feedback
Schedule check-in meetings to assess progress
Gather feedback from the client on deliverables
Make necessary adjustments based on client input
Conduct a final review before project completion
VI. Closing
Prepare final deliverables and documentation
Schedule a closing meeting to present results
Collect final feedback and testimonials from the client
Discuss future opportunities for collaboration
Archive project documents for future reference
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