Congratulations! You’ve gained a new fractional or interim client.
Getting your client set up for success right at the outset, can make or break the relationship, as well as the speed and degree of outcomes your client wants.
Understanding the key client business information and stakeholders, setting engagement expectations, and establishing norms upfront is key for a long-term, successful client relationship.
We’ve taken the guesswork out of how to kick off this engagement with a simple but comprehensive checklist of what you should cover with your new clients as you onboard them.