Morning you helpful bunch.

I was wondering if anyone had checklist that they went through whilst taking on new clients. I have a few calls arranged and want to be organised for this. Also I want to make sure I give the clients all the same information.

Thanks in advance.


I didn’t have a checklist. I found that when I was speaking to the client the conversations flowed, I wrote a few questions down that would help me to find the information that I needed.

What are their challenges? Where do they feel they need support? You will then be able to gauge the next steps. Every client is different but I would have the q’s you would like to ask them, then create an onboarding process that you can follow.

For example, discovery call with client, proposal, send contract etc.

There is also a lot of online support and forums that you can search to help you.