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client onboarding checklist

Initial Client Contact

Gather basic client information (name, contact details, company name)

Determine client's needs and objectives

Proposal and Agreement

Develop a proposal outlining services and fees

Sign a contract or agreement outlining terms and conditions

Onboarding Process

Schedule initial meeting with client to discuss project details

Gather necessary documents and information from client (company background, project scope, timelines)

Team Assignment

Assign a project manager and team members to work with the client

Introduce team members to client and establish communication channels

Project Kickoff

Conduct a kickoff meeting with client and team members to discuss project expectations and timelines

Set up project management tools and communication channels

Regular Check-ins

Schedule regular check-in meetings with client to provide updates on project progress

Address any issues or concerns raised by the client

Project Completion

Conduct a final review meeting with client to ensure project objectives have been met

Obtain feedback and testimonials from client for future reference

Follow-up and Maintenance

Provide ongoing support and maintenance services as needed

Schedule follow-up meetings with client to discuss future projects or services.

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