Guides5 pages
Guides
Client management.
Onboarding new clients, keeping their details in one place and handing work over without losing context.
In Stack · Client management →Questions4 questions
Short answers. Each links to the guide with the detail.
What should a client onboarding checklist include?
The agreed work, the client’s contacts and decision-maker, the files and access you need, and the first milestone. Give every action an owner and a date.
Read the guide →What should I keep on a client record?
Contacts, the agreed work, key dates, decisions, recent conversations and the next action. Leave out anything you wouldn’t want the client to read.
Read the guide →How do I run a kickoff meeting with a new client?
Confirm the goal, the scope, who decides and what happens first. Send an agenda beforehand and a written recap the same day.
Read the guide →How do I hand a client over to someone else?
Give the next owner the agreed scope, current status, key decisions and next actions in one place. Review it together and tell the client what changes.
Read the guide →
Guides4 pages
The practice. Works with any tool.
- How to write a scope of work for a client project (with a template)What to include, a template to copy, and the Australian details most templates miss.
- What to keep on every client recordThe details worth keeping for every client, and what to leave out.
- How to run a kickoff meeting with a new clientAn agenda, what to prepare and what to send afterwards.
- How to hand over an agency client without losing contextA useful agency client handover gives the next owner the agreed scope, current status, key decisions and next actions in one place.
Other topics3 topics
More topics.
5 pagesLead follow-upPractical ways for small agencies to manage enquiries, agree next steps and follow up proposals.4 pagesClient portalsDeciding what clients need to see, provide and do in a shared client portal.3 pagesRunning an agencyA practical routine for reviewing client work, deadlines, outstanding decisions and ownership.