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A Client Onboarding Checklist What to do every time.BEFORE STARTINGTerms agreed in writing Deposit received Main contact... Agreeing Terms Before Starting The agreement.WHAT TO AGREE IN WRITINGThe scope The price and payment schedule The timescale What... Asking for Feedback From Clients Learning.WHEN TO ASKAt completion, and periodically for ongoing work.WHAT TO ASKWhat worked well... Building Repeatable Processes Consistency.WHY IT MATTERSDoing it the same way each time is faster, better, and delegable.WHAT... Client Onboarding and Offboarding: Everything That Matters, Briefly The whole category in one page.WHY THE START MATTERSA disorganised beginning produces a client... Closing a Project Properly The end of the work.WHAT TO DOConfirm the work is complete Deliver everything Provide... Collecting What You Need From Clients The information problem.WHAT USUALLY DELAYS WORKWaiting for something from the client.WHY IT... Deciding Whether to Take a Client Qualification.WHY IT MATTERSNot every client is worth having.A difficult one costs more time than... Delivering Work Handing over the result.HOW TO DELIVEREverything at once, organised, with an explanation.Not... Ending a Client Relationship Yourself When you choose to stop.WHEN TO CONSIDER ITConsistently late payment Demands beyond what you are... Handing Over to Another Supplier Professional transfer.WHEN THIS HAPPENSA client moves to someone else.WHAT TO PROVIDEFiles and... Handling Client Complaints When they are unhappy.WHAT TO DO FIRSTListen fully before responding.Frequently the complaint is... Handling Scope Creep Requests beyond what was agreed.WHAT IT LOOKS LIKE"While you are at it, could you also..." "I... Keeping Client Records What to record.WHAT TO KEEPContact details What was agreed What was delivered Communications... Keeping Clients Informed Communication during the work.THE PRINCIPLEA client who knows what is happening does not... Managing Several Clients at Once Capacity.THE PROBLEMTaking more work than you can deliver.WHAT THAT COSTSLate delivery for... Offboarding a Client When the relationship ends.WHY IT MATTERSHow a relationship ends determines what the client says... Proposals and Quotes Setting out the work.WHAT A PROPOSAL SHOULD CONTAINYour understanding of their problem What you... Setting Expectations at the Start What the client should understand.WHAT TO ESTABLISHWhat you will deliver, and when How often they... The First Conversation Understanding what they need.WHAT TO ESTABLISHWhat the problem is What outcome they want What... The First Week With a New Client Establishing the pattern.WHAT TO DOStart when you said you would Send the first update on... The Welcome Message Starting the relationship.WHEN TO SEND ITImmediately after the deposit or agreement.WHAT TO... Turning Clients Into Repeat Business Beyond the first project.WHAT PRODUCES REPEAT WORKDelivering well Staying in contact Being... When a Client Ends the Relationship Being dismissed.WHAT TO DOAsk why, once, without defensiveness Complete outstanding obligations... Why Onboarding Matters The first impression that lasts.WHAT ONBOARDING ISEverything between a client agreeing to work...

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