Initial Client Contact

□ Send welcome email with introduction
□ Schedule kickoff meeting
□ Send client onboarding packet
□ Provide service agreement
□ Share project timeline
□ Introduce key team members
□ Set communication expectations
□ Explain next steps
□ Provide contact information
□ Send calendar invites
□ Share resource links
□ Confirm receipt of materials

Documentation & Agreements

□ Review and sign service contract
□ Complete client information form
□ Gather billing information
□ Set up payment terms
□ Sign NDAs if required
□ Review SLAs
□ Confirm project scope
□ Document special requirements
□ Establish success metrics
□ Set milestone dates
□ Define deliverables
□ Approve terms and conditions

Account Setup

□ Create client account in CRM
□ Set up client portal access
□ Configure billing system
□ Create project in PM tool
□ Set up communication channels
□ Establish file sharing system
□ Create client folder structure
□ Set up reporting dashboard
□ Configure notification preferences
□ Grant appropriate permissions
□ Test all access points
□ Document login credentials

Discovery & Requirements

□ Conduct needs assessment
□ Document business goals
□ Identify key stakeholders
□ Map current processes
□ Define success criteria
□ Gather brand assets
□ Review existing materials
□ Identify pain points
□ Understand target audience
□ Assess technical requirements
□ Document preferences
□ Create requirements document

Team Introduction

□ Schedule team introduction call
□ Share team member roles
□ Provide team bios
□ Explain escalation path
□ Define points of contact
□ Share communication protocols
□ Set response time expectations
□ Establish meeting cadence
□ Create contact sheet
□ Set up team channels
□ Share out-of-office protocols
□ Define emergency contacts

Project Planning

□ Create detailed project plan
□ Set project milestones
□ Define phase gates
□ Establish review cycles
□ Schedule regular check-ins
□ Set deadline expectations
□ Create task assignments
□ Define approval process
□ Document dependencies
□ Identify risks
□ Plan contingencies
□ Share project roadmap

Communication Setup

□ Establish preferred channels
□ Set meeting schedule
□ Create status report format
□ Define escalation process
□ Set response time SLAs
□ Schedule regular reviews
□ Create feedback loops
□ Establish change request process
□ Set up notification system
□ Document communication plan
□ Share emergency procedures
□ Test communication channels

Training & Education

□ Provide platform training
□ Share best practices guide
□ Conduct tool walkthrough
□ Explain processes
□ Provide documentation
□ Schedule Q&A sessions
□ Create training materials
□ Record training sessions
□ Share video tutorials
□ Provide quick reference guides
□ Set up support channels
□ Schedule follow-up training

Quality Assurance

□ Review quality standards
□ Set performance metrics
□ Establish KPIs
□ Create feedback mechanism
□ Schedule quality reviews
□ Define acceptance criteria
□ Set revision process
□ Document quality expectations
□ Create issue tracking
□ Establish resolution process
□ Plan continuous improvement
□ Schedule performance reviews

Launch Preparation

□ Confirm all setup complete
□ Test all systems
□ Verify access working
□ Review first deliverables
□ Confirm team readiness
□ Double-check requirements
□ Validate timelines
□ Approve initial work
□ Schedule launch call
□ Prepare launch materials
□ Set go-live date
□ Celebrate partnership kickoff