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client onboarding checklist

Pre-Onboarding Preparation

Schedule initial client meeting

Gather necessary client information (contact details, project scope, budget, timeline)

Client Intake

Review and sign contract

Collect initial payment or retainer

Set up client account in internal systems

Project Kickoff

Schedule kickoff meeting with client

Introduce project team members

Review project scope, deliverables, and timeline

Establish communication and reporting protocols

Data Collection

Request necessary client documents and data

Conduct initial data analysis and assessment

Identify any gaps or additional information needed

Strategy Development

Present initial findings and recommendations to client

Collaborate with client on refining strategy

Execution

Begin implementing agreed-upon strategy

Provide regular updates and progress reports to client

Address any issues or roadblocks as they arise

Conduct regular check-ins with client to ensure alignment and satisfaction with progress

Monitor key performance indicators to track success of implemented strategy

Make adjustments to strategy as needed based on feedback and data analysis

Collaborate with client on any necessary changes or updates to the project plan

Continuously communicate with client to maintain transparency and trust throughout the execution process

Client Feedback

Gather feedback from client on project progress

Make any necessary adjustments or revisions

Ensure client satisfaction

Project Completion

Review project outcomes and deliverables with client

Obtain final sign-off and approval

Prepare final invoice and close out project

Follow-Up

Schedule post-project review meeting

Discuss potential future projects or ongoing support

Maintain ongoing communication with client for future opportunities

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