Purpose
From first contact to the first reliable delivery.
A practical approach
1. Confirm the engagement and scope.
2. Verify the client identity and intended contacts.
3. Create one consistent client record.
4. Collect the documents needed for the agreed work.
5. Review access and sharing.
6. Assign the first work with an owner and deadline.
7. Explain how updates and requests will be handled.
8. Review the record after the first delivery.
Adapt to your practice
Review this operational starting point against your installed tools, engagement terms and professional obligations.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
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