Client Onboarding Checklist

## Pre-Onboarding Preparation

1. Confirm client details
    - Name: John Smith
    - Company: ABC Enterprises
    - Email: [john.smith@abc.com](mailto:john.smith@abc.com)
    - Phone: (555) 123-4567
2. Set up client file in the CRM system
    - File created on: 2024-10-29
    - Assigned account manager: Sarah Johnson
3. Prepare welcome email
    - Subject: Welcome to ABC Enterprises!
    - Include: Introduction to the team, overview of services, and next steps

## Kick-Off Meeting

1. Schedule the kick-off meeting
    - Date: 2024-11-05
    - Time: 10:00 AM EST
    - Platform: Zoom
2. Create agenda for the meeting
    - Introductions
    - Project overview
    - Define goals and objectives
    - Discuss timelines and deliverables
3. Send calendar invite to all participants
    - Participants: John Smith, Sarah Johnson, and team members

## Information Gathering

1. Client information required
    - Company overview
    - Key stakeholders
    - Current challenges
2. Send client questionnaire
    - Due date for completion: 2024-11-10
    - Link: [Client Questionnaire](https://www.notion.so/Client-Onboarding-Checklist-12e9246f601180039a36dcb1c9c863f9?pvs=21)
3. Schedule follow-up call to discuss questionnaire results
    - Date: 2024-11-12
    - Time: 2:00 PM EST

## Service Agreement

1. Prepare service agreement
    - Include: Scope of work, pricing, terms, and conditions
2. Send service agreement for review
    - Date sent: 2024-11-15
3. Confirm receipt and discuss any questions or changes
    - Follow-up call scheduled for: 2024-11-17

## Onboarding Completion

1. Finalize all necessary documents
    - Service agreement signed by both parties
    - NDA (if applicable)
2. Set up client access to tools and platforms
    - Software: Project Management Tool, Communication Platform
    - Access granted on: 2024-11-20
3. Schedule first project review meeting
    - Date: 2024-12-01
    - Time: 3:00 PM EST

## Feedback and Continuous Improvement

1. Send onboarding feedback survey
    - Date sent: 2024-12-02
2. Review feedback and identify areas for improvement
    - Discussion scheduled for: 2024-12-05
3. Implement changes based on feedback for future onboarding
    - Update onboarding process by: 2024-12-15