The ready-to-start checklist for new clients

The checklist

Part 1Before the kickoff call The signed proposal is where the people doing the work can find it. Not only in the inbox of whoever closed the deal. What was promised in the sale is written down for the people doing the work. What's included, deadlines, and anything special that was agreed on a call. One person owns this client's onboarding. And the client knows who that is. Every document has the same start date. Proposal, call notes and tracker agree. Billing is settled. Who pays, how, and when the first invoice goes out.

Part 2What the client sends you You ask for everything you need in one request. Not a dozen emails over two weeks. Each thing you ask for has a due date. So "waiting on the client" has an end. Files and access arrive in one place. Passwords come through a password manager or a secure sharing link, never plain email. You know who's who on their side. Who approves, who supplies information, and who gets the invoices. You can see what's in and what's missing without asking around.

Part 3Inside your firm The client's details are typed once. They reach the CRM, invoicing and project tracker from there. The project is set up from a template. Folders, channels and tasks, not rebuilt from memory each time. The people doing the work read a handoff note before the kickoff call. Every next step has an owner and a date. When two sources disagree, someone catches it before the client does. Dates, names, what's included.

A few extras, depending on your firm

Agencies

The brief, brand files, logins and the name of whoever approves work.

Consultancies

The agreed scope, who's who on the client's side, data access and the first meeting booked.

Recruiting firms

Role details, salary range, the hiring manager, interview steps and how fast feedback comes back.

From CloseEase · closeease.com/ready-to-start-checklist.html · info@closeease.com

0 of 15 in place

Reading your result

What your "not yet" items are telling you.

13 to 15 in place.Your handoff is in good shape. Keep the checklist and run it on the next new client.
Most of the gaps sit in one section.That's usually one fix, and it often uses tools you already have: an intake form that feeds the CRM, or a project template that builds itself the moment a client says yes.
Gaps in every section.The handoff probably isn't anyone's job yet. That's worth fixing properly, because it costs you time with every new client. The form below is a good place to start.

A second pair of eyes

Send us your "not yet" list

Tick what's in place above, then add what's left to your message. You'll get a personal reply by email within 24 hours, and if it's a fit, a short, free chat about it.

Prefer email? info@closeease.com

How working with us starts

The ready-to-start checklist.

The checklist

A few extras, depending on your firm

What your "not yet" items are telling you.

Send us your "not yet" list