What to do every time.
BEFORE STARTING
Terms agreed in writing Deposit received Main contact confirmed Decision-maker confirmed
INFORMATION TO COLLECT
Business details Contact details, including a phone number Billing details and any reference required Anything needed to do the work
ACCESS TO COLLECT
Whatever systems you need Their own accounts, not shared credentials
WHAT TO PROVIDE
A welcome message What happens next, with dates How to reach you and when Who they deal with
WHAT TO SCHEDULE
A start date Any initial meeting Milestone dates
WHAT TO SET UP INTERNALLY
A file or record for them Their details in your records Any tools or accounts needed
WHAT TO CONFIRM
That they have everything they need from you.
WHY A CHECKLIST
Consistency, and nothing forgotten.
