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  • New Client Onboarding Checklist

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    This document outlines the steps in a consultant's client onboarding checklist, including: 1) receiving a request and analyzing project scope before an initial meeting; 2) conducting the first meeting to review proposals, source questions, and finalize an action plan; 3) preparing a formal contract and sharing the finalized plan with the client after the first meeting. The checklist ensures consultants thoroughly plan, execute, and onboard new clients.

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    This document outlines the steps in a consultant's client onboarding checklist, including: 1) receiving a request and analyzing project scope before an initial meeting; 2) conducting the first meeting to review proposals, source questions, and finalize an action plan; 3) preparing a formal contract and sharing the finalized plan with the client after the first meeting. The checklist ensures consultants thoroughly plan, execute, and onboard new clients.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    40 views1 page

    New Client Onboarding Checklist

    Uploaded by

    tried me
    This document outlines the steps in a consultant's client onboarding checklist, including: 1) receiving a request and analyzing project scope before an initial meeting; 2) conducting the first meeting to review proposals, source questions, and finalize an action plan; 3) preparing a formal contract and sharing the finalized plan with the client after the first meeting. The checklist ensures consultants thoroughly plan, execute, and onboard new clients.

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    © All Rights Reserved
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    Consultant Client Onboarding Checklist

    Before Initial Meeting Planning


    Receive Request / Opportuntiy Determine Dominant Problems
    Analyze Project Scope Set Project Goals
    Draft Initial Proposal Draft Initial Solution Action Plan
    Determine Budget Estimate Review Client’s Financal State
    Assemble Project Team Members
    Send Proposal for Internal Review
    Send Proposal for Client Review Executing
    Get Approval and Set Meeting Date Conduct SWOT Analysis
    Conduct a Porter’s Five Forces Analysis
    Conduct Competitor Analysis
    First Meeting Determine High-Level Strategic Approach
    Review Proposal in Person Set Timeline and Deliverables
    Source All Questions and Concerns Finalize Client Action Plan
    Get Approval to Move Forward

    Final Approvals
    After the First Meeting Send Action Plan and Timeline for Internal
    Prepare Formal Contract Approval
    Send Contract for Internal Review Share Final Plan Document with Clients
    Send Contract for Client Review Present Plan and Timeline to Clients
    Source Client Feedback
    Incorporate Appropriate Changes
    Onboarding Set Meeting Cadence and Dates
    Send Welcome Email Establish Progress Report Cadence
    Send Pre-Project Questionnnaire Get to Work!
    Schedule Initial Consultation
    Secure the Following Information
    Total and Annual Revenue
    Total Overhead
    Historical CAC Numbers 1
    P&L Statements

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