Contracting Phase

1. Create the proposal
2. Build the contract
3. Send the invoice
4. Follow up – Collect signed proposal, contract and payment

Questionnaire

1. Business information (address, phone, etc.
2. What is the main point of the contract?
3. What would make this a successful contract?
4. Have you done similar projects in the past?
5. Please supply logins/invitations to applicable software.
6. BONUS: Consider asking for referrals.

Launch Project

1. Collect communication from client (HubSpot)
2. Set up project plan in ClickUp
3. Include project summary
4. Define what would make project successful
5. Clear project timeline
6. Any applicable research on the client
7. What’s needed from client to complete the project?

Kickoff Meeting

1. Organise kickoff meeting
2. Introduce the client to the team
3. Define the clients business goals
4. Cover major deliverables and responsibilities within timeline
5. Define scope creep and what happens if it happens.
6. State the next steps
7. Run a Q&A session
8. Schedule a checkup call at the end of the kickoff meeting 30 days after project starts

Welcome Package

Send at end of Kickoff meeting

1. A Business Cheat Sheet – Include your business hours, locations (Including digital meeting rooms), contact information, emergency contact numbers, typical response times, FAQ’s, etc.
2. Client Homework – Resources your client needs to read to get the most from project (includes training videos)
3. Case Studies – Where you delivered great results for similar companies (success stories)
4. Welcome Video – Create a welcome video (direct and short)
5. Send a Gift – Consider sending a branded hat or t-shirt to client

Checkup Call

1. Schedule a checkup call at the end of the kickoff meeting 30 days after project starts
2. Has anyone dropped the ball?
3. Does client feel everything running smoothly and on time?
4. Gently nudge client for more information or documents they haven’t sent. Face to face request gets a better response

Refine and Improve the Onboarding Process

1. Organise a post-mortem meeting with client
2. Were there any unanswered questions in the onboarding questionnaire?
3. Is the client unsure about project details, timeline, or who they need to deal with?
4. Did the client like the swag you provided?
5. Are you still waiting on the client for anything?
6. Send a basic survey questionnaire to client