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Customer Management
Client Onboarding Checklist for a Software Development Company
Client Onboarding Checklist for a Software Development Company

Client Onboarding Checklist for a Software Development Company

Run this checklist to make sure you get everything you need from your new client during the onboarding process, whilst providing them with value and building the foundation for a strong and lasting working relationship.
1
Introduction:
2
Basic information:
3
Gather basic information
4
Prepare software development contract
5
Send software development contract
6
Receive signed contract
7
Invoice:
8
Generate first invoice
9
Send invoice
10
Confirm invoice paid
11
Project management:
12
Set up project management system
13
Declare project roles
14
Welcome:
15
Introduce the team
16
Add them to your communications channels
17
Prepare welcome email
18
Send welcome email
19
Scheduling:
20
Schedule kickoff call
21
Schedule progress reports
22
Confirm appointment dates
23
Assessment:
24
Send business goals questionnaire
25
Send project specification questionnaire
26
Receive completed business goals questionnaire
27
Receive completed project specification questionnaire
28
Pre-meeting preparation:
29
Prepare meeting agenda
30
Prepare to-do list for client
31
Kickoff call:
32
Go over meeting agenda
33
Go over client to-do list
34
Agree on project timeline
35
Immediately post-call:
36
Prepare project brief
37
Send project brief
38
Update project management software
39
Client guidance:
40
Prepare design decision research
41
Support design decisions with research
42
Progress reports:
43
Perform a 30 day progress report
44
Send client of 30 day progress report
45
Perform a 60 day progress report
46
Send client of 60 day progress report
47
Perform a 90 day progress report
48
Send client of 90 day progress report
49
Onboarding feedback:
50
Request onboarding feedback
51
Receive completed feedback questionnaire
52
Sources:
53
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