A client onboarding checklist that prevents expensive confusion
Turn a new agreement into a delivery-ready customer, project and billing workflow before work begins.
Confirm the customer and decision path
Verify the customer identity, working contacts, approver and escalation route.
Translate the agreement into delivery records
Connect approved scope, exclusions, dates and dependencies to the project.
Set the billing workflow
Confirm currency, tax handling, invoice recipient, terms and billing triggers before work starts.
Schedule the first review
Create an early checkpoint while assumptions are still inexpensive to correct.
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