Objective: Streamline the process of welcoming new clients, gathering requirements, and setting expectations.
Step-by-Step Process
- Initial Consultation
- Conduct discovery call to understand client goals, target audience, and budget.
- Use structured questionnaire for information gathering.
- Proposal & Agreement
- Draft a detailed project proposal including scope, timeline, and pricing.
- Secure client approval via signed contract and initial payment.
- Kickoff Meeting
- Introduce key team members (Project Manager, Lead Designer, Developer).
- Outline project milestones, communication channels, and deliverables.
- Onboarding Package Delivery
- Provide client with welcome guide, brand asset checklist, and login credential form.