Assess your requirements and arrange them in a step-by-step checklist to keep everyone on the same page. To help you get started, I’ve created a sample new client onboarding checklist template (featured at the beginning of the previous section).
Modify the template to fit your company’s needs, such as adding new steps or removing unnecessary ones depending on the project and client needs.
For example, if a client wants a short-term project, I could skip the “agree on smaller milestones” step. Similarly, if they have a specific requirement of scheduling at least one call every week, it’s easy to include that as a separate step.
