Client Onboarding Pack for a Small Consultancy
Start engagements smoothly.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Create an onboarding pack. Services and typical client: [SERVICES_CLIENT]. Information I need from clients: [INFO_NEEDED]. Communication and tools: [TOOLS]. Write a welcome email, a client questionnaire, a kickoff meeting agenda, a timeline template, a communication plan, and a checklist of items to receive (access, documents, contacts). Include a section on confidentiality and data handling, and a template to confirm scope and deliverables. Provide a first-week checklist for me. Mark engagement terms, confidentiality agreements and data transfers as items to review with a professional [VERIFY] for [JURISDICTION]. Also add a short expectation-setting document that explains how I work with clients, including response times and working hours, and a plan to review the process after the first three clients. Add a short checklist for closing an engagement: final deliverables, feedback request, return of client materials and archive, with dates. Do not invent regulations, prices or supplier terms. Leave placeholders, mark local rules [VERIFY], and remind me which official body publishes the current requirement in [JURISDICTION].
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