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client onboarding package

Pre-Engagement Steps

Confirm receipt of signed contract and payment

Schedule initial kickoff meeting with client

Assign project team members and roles

Gather necessary background information on client's industry and specific needs

Documentation and Information Gathering

Request access to client systems and data

Collect any relevant past reports or documents

Obtain necessary permissions for data sharing and communication

Have client complete intake form with key information

Setting Up Communication Channels

Establish preferred method of communication with client

Set up project management tools and shared folders

Create regular meeting schedule and agenda

Provide contact information for key team members

Initial Project Planning

Define project scope, objectives, and deliverables

Develop timeline and milestones for project

Assign tasks and deadlines to team members

Review and finalize project plan with client

Client Training and Onboarding

Schedule training sessions on tools or processes

Provide any necessary resources or guides

Familiarize client with team members and communication channels

Address any questions or concerns from client

Post-Onboarding Follow-Up

Conduct regular check-ins with client to track progress

Review project status and adjust plan as needed

Gather feedback and address any issues or concerns

Ensure client is satisfied with progress and deliverables

Client Offboarding and Transition

Complete final project deliverables and documentation

Conduct post-project review with client

Provide recommendations for ongoing support or future projects

Close out project and archive relevant documents.

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