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New Client Onboarding Checklist
Below is a checklist for a contractor to use when onboarding with a new client. Feel free to copy this doc to add notes and edit it to your liking ✅
Onboarding Checklist
To Do
Notes
✅
1
Clarify the scope of the project: Make sure you have a clear understanding of what the client is expecting from you and what your responsibilities will be.
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2
Agree on a timeline: Set clear deadlines and milestones for the project so that both you and the client are on the same page.
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3
Discuss communication methods: Determine how you and the client will communicate throughout the project, including the frequency and method of communication.
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4
Establish payment terms: Discuss how you will be paid and when, including any requirements for invoicing and payment schedules.
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5
Review and understand the contract: Read the contract thoroughly and make sure you understand all the terms and conditions before signing.
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6
Confirm the client's preferred tools and technologies: Make sure you have the necessary tools and technologies to effectively complete the project.
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7
Get to know the client's team: Ask the client to introduce you to their team so that you can get to know them and work more efficiently together.
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8
Ask for feedback: Encourage the client to provide you with feedback throughout the project so that you can make any necessary adjustments to meet their expectations.
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9
Set expectations for the future: Discuss any future opportunities for working together and make sure both you and the client are on the same page about expectations for the future.
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Company name:
Direct report name:
Email:
Timezone:
Contact name:
Email:
Timezone:
Date onboarding starts:
Goal to complete onboarding by:
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