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client onboarding, task monitoring, job billing

Client Onboarding

Initial client meeting to understand needs and expectations

Gather necessary client information (contact details, business background)

Define project scope and objectives

Develop and present a proposal/contract

Obtain signed agreement and relevant documentation

Set up client profile in the project management system

Schedule regular check-in meetings with the client

Introduce the client to the project team

Task Monitoring

Define project milestones and deliverables

Assign tasks to team members with clear deadlines

Set up a project management tool for task tracking

Regularly review task progress in team meetings

Monitor and adjust timelines as necessary

Provide feedback and support to team members

Communicate updates to the client on task progress

Conduct mid-project reviews to assess alignment with goals

Job Billing

Create a detailed billing structure (hourly, fixed fee, etc.)

Track time and expenses accurately throughout the project

Prepare and send periodic invoices to the client

Review invoice details with the team for accuracy

Follow up on outstanding payments as needed

Adjust billing practices based on client feedback

Conduct a final billing review upon project completion

Provide a summary of services rendered for client records

This checklist should help ensure a smooth process in client onboarding, task monitoring, and job billing for consulting organizations.

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