New Client Checklist Sections
New Client Checklist Sections
General Items
- Create a client profile in the system
- Add client to mailing list
Initial Information Gathering
- Collect client contact details
- Gather business information
- Determine client needs and goals
- Identify key stakeholders
Documentation Requirements
- Request necessary identification documents
- Obtain signed agreements or contracts
- Collect financial documents if applicable
Onboarding Process
- Schedule an onboarding meeting
- Introduce key team members
- Provide an overview of services and processes
Communication Plan
- Establish preferred communication channels
- Set expectations for response times
- Schedule regular check-ins
Follow-Up Actions
- Confirm receipt of all documents
- Review client needs and expectations with team
- Set timeline for initial deliverables
Generated from Panda Checklist
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