🔒 Unlock

<h4 style="text-align: start">INITIAL <span style="color: rgb(3, 147, 79)">SETUP</span></h4><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p style="text-align: start"><strong><span style="color: rgb(3, 147, 79)">Client Folder Creation:</span></strong> Establish a <strong><u>dedicated client folder</u></strong> within your file-sharing platform.</p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p style="text-align: start"><strong><span style="color: rgb(3, 147, 79)">Document Exchange:</span></strong> Share <strong><u>onboarding documents</u></strong> and request the client intake information form.</p><p></p></p></div></li></ul><h4 style="text-align: start">LEGAL FORMALITIES</h4><div class="column-block" style="width: 100%; display: flex; gap: 24px; padding: 8px 0;"><div data-column-width="39.199029126213595" class="column" style="width: 39.199029126213595%; "><div style=""><figure data-media-width="412" data-media-height="285" data-align="center" data-type="resizeableFigure" style="justify-content: center" class="resizeable-figure"><div style="height: auto;width: 412px; "><img src="https://storage.distribute.so/media/dantethedonkey/21db85e2-3968-4ec8-bb4c-27e3857f942e/9095df13-46de-492a-adb5-b7e628bacacd.png" alt="shaking-hands.png" title="shaking-hands.png"></div></figure></div></div><div data-column-width="60.800970873786405" class="column" style="width: 60.800970873786405%; "><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><strong><span style="color: rgb(3, 147, 79)">Agreements:</span></strong> Exchange and <strong><u>sign the NDA</u></strong> and the contract.</p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><strong><span style="color: rgb(3, 147, 79)">Documentation:</span></strong> Ensure all <strong><u>legal documents are securely stored</u></strong> for easy access by your client/project manager.</p></p></div></li></ul></div></div><p></p><h4 style="text-align: start">FINACIAL <span style="color: rgb(3, 147, 79)">ARRANGEMENTS</span></h4><div class="column-block" style="width: 100%; display: flex; gap: 24px; padding: 8px 0;"><div data-column-width="50" class="column" style="width: 50%; "><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><strong><span style="color: rgb(3, 147, 79)">Billing Setup:</span></strong> <strong><u>Incorporate the client</u></strong> into your accounting and invoicing systems.</p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><strong><span style="color: rgb(3, 147, 79)">Tax Compliance:</span></strong> Provide a <strong><u>W-9 form and log agreed-upon rates.</u></strong></p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><strong><span style="color: rgb(3, 147, 79)">Invoicing:</span></strong> <strong><u>Submit the initial invoice and register</u></strong> on the client&apos;s accounting software if required.</p></p></div></li></ul></div><div data-column-width="50" class="column" style="width: 50%; "><div style=""><figure data-media-width="276" data-media-height="246.09375" data-align="left" data-type="resizeableFigure" style="justify-content: start" class="resizeable-figure"><div style="height: auto;width: 276px; "><img src="https://storage.distribute.so/media/dantethedonkey/21db85e2-3968-4ec8-bb4c-27e3857f942e/fa69966c-60b1-4231-b5c2-24ce6555ba7e.png" alt="earning-money.png" title="earning-money.png"></div></figure></div></div></div><h4 style="text-align: start">COMMUNICATION <span style="color: rgb(3, 147, 79)">PROTOCOLS</span></h4><div class="column-block" style="width: 100%; display: flex; gap: 24px; padding: 8px 0;"><div data-column-width="35.43689320388349" class="column" style="width: 35.43689320388349%; "><div style=""><figure data-media-width="273" data-media-height="197.96875" data-align="left" data-type="resizeableFigure" style="justify-content: start" class="resizeable-figure"><div style="height: auto;width: 273px; "><img src="https://storage.distribute.so/media/dantethedonkey/21db85e2-3968-4ec8-bb4c-27e3857f942e/e6ad6569-c189-4abb-8ebc-1ded857ae5b1.png" alt="blockchain-programming.png" title="blockchain-programming.png"></div></figure></div></div><div data-column-width="64.5631067961165" class="column" style="width: 64.5631067961165%; "><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><strong><span style="color: rgb(3, 147, 79)">Integration:</span></strong> <strong><u>Join the client’s communication channels</u></strong> or invite them to yours.</p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><strong><span style="color: rgb(3, 147, 79)">Email Organization:</span></strong> Implement <strong><u>client-specific labels</u></strong> in your email system.</p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><strong><span style="color: rgb(3, 147, 79)">Meeting Schedules:</span></strong> Arrange the <strong><u>kickoff call and plan the schedule</u></strong> for regular follow-up communications.</p></p></div></li></ul></div></div><h4 style="text-align: start">PROJECT <span style="color: rgb(3, 147, 79)">COORDINATION</span></h4><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><strong><span style="color: rgb(3, 147, 79)">Tracking and Management:</span></strong> <strong><u>Add the client</u></strong> and their project to your <strong><u>time tracking and project management tools.</u></strong></p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><strong><span style="color: rgb(3, 147, 79)"> Task Planning:</span></strong> <strong><u>Draft initial tasks</u></strong>, assign responsibilities, and note any established deadlines.</p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><strong><span style="color: rgb(3, 147, 79)">Scope of Work:</span></strong> <strong><u>Develop and agree</u></strong> on the first statement of work.</p></p></div></li></ul><h4 style="text-align: start">COLLABORATIVE <span style="color: rgb(3, 147, 79)">WORKSPACE</span></h4><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><strong><span style="color: rgb(3, 147, 79)">Access and Sharing:</span></strong> Provide the client with access to the shared folder for viewing deliverables.</p><p></p></p></div></li></ul><h3 style="text-align: start"><strong>Guidelines for Implementation:</strong></h3><div class="column-block" style="width: 100%; display: flex; gap: 24px; padding: 8px 0;"><div data-column-width="50" class="column" style="width: 50%; "><div class="callout" style="background-color: rgb(3, 147, 79, .1)"><span class="callout__emoji">🤗</span><div class="callout__text"><p><strong><span style="color: rgb(3, 147, 79)">Welcome Engagement</span></strong></p><p><strong><u>Start with a warm welcome</u></strong> to build rapport and trust with the new client.</p></div></div></div><div data-column-width="50" class="column" style="width: 50%; "><div class="callout" style="background-color: rgb(3, 147, 79, .1)"><span class="callout__emoji">📈</span><div class="callout__text"><p><strong><span style="color: rgb(3, 147, 79)">Efficient Processes</span></strong><span style="color: rgb(3, 147, 79)"> </span></p><p><strong><u>Streamline the onboarding process</u></strong> by utilizing digital tools for legal and financial steps to save time for both parties.</p></div></div></div></div><div class="column-block" style="width: 100%; display: flex; gap: 24px; padding: 8px 0;"><div data-column-width="33.333333333333336" class="column" style="width: 33.333333333333336%; "><div class="callout" style="background-color: rgb(3, 147, 79, .1)"><span class="callout__emoji">💭</span><div class="callout__text"><p><strong><span style="color: rgb(3, 147, 79)">Clear Communication </span></strong></p><p><strong><u>Ensure that all channels of communication are open</u></strong> and that both parties are aware of how and when to best contact each other.</p></div></div></div><div data-column-width="33.333333333333336" class="column" style="width: 33.333333333333336%; "><div class="callout" style="background-color: rgb(3, 147, 79, .1)"><span class="callout__emoji">📄</span><div class="callout__text"><p><strong><span style="color: rgb(3, 147, 79)">Project Transparency</span></strong></p><p><strong><u>Keep the client informed</u></strong> with clear project timelines, deliverables, and the progress of tasks.</p></div></div></div><div data-column-width="33.333333333333336" class="column" style="width: 33.333333333333336%; "><div class="callout" style="background-color: rgb(3, 147, 79, .1)"><span class="callout__emoji">👍</span><div class="callout__text"><p><strong><span style="color: rgb(3, 147, 79)">Ongoing Support</span></strong></p><p><strong><u>Maintain a proactive approach to client service</u></strong>, addressing needs and queries promptly throughout the onboarding phase.</p></div></div></div></div><p></p><p></p>

GLOBAL TEMPLATE: Client Onboarding Checklist