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Client onboarding

1. Pre-Onboarding Preparation

Review client’s initial inquiry and requirements

Schedule an introductory meeting

Assign a dedicated account manager

Prepare onboarding documentation and materials

2. Initial Client Meeting

Introduce team members to the client

Discuss project goals and objectives

Understand client’s business model and industry

Identify key stakeholders and decision-makers

3. Requirement Gathering

Conduct detailed interviews with the client

Document functional and non-functional requirements

Gather existing documentation (e.g., user stories, specs)

Define project scope and limitations

4. Project Planning

Develop a project timeline and milestones

Estimate resources and budget

Create a project plan and share it with the client

Establish communication channels and frequency

5. Contract and Agreement

Review and finalize the contract terms

Ensure clarity on deliverables and payment terms

Obtain necessary signatures from both parties

Address any legal or compliance considerations

6. Team Setup

Assemble the project team with necessary skills

Conduct team introduction to the client

Set up collaboration tools (e.g., project management software)

Define roles and responsibilities within the team

7. Kickoff Meeting

Schedule and conduct a project kickoff meeting

Present the project plan to the client

Discuss communication protocols and expectations

Address any initial questions or concerns

8. Continuous Engagement

Schedule regular check-ins and status updates

Foster open lines of communication for feedback

Adjust project plans based on client input as needed

Provide training or resources for client’s internal team

9. Post-Onboarding Review

Conduct a review of the onboarding process

Gather feedback from the client on the onboarding experience

Identify areas for improvement in the onboarding process

Document lessons learned for future onboarding

10. Transition to Development

Confirm project readiness for development phase

Ensure all documentation is in place and accessible

Transition project knowledge to the development team

Set expectations for next steps and deliverables

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