Client Onboarding.

The disciplined first thirty days — from signed engagement letter to first working session with the sponsor.

Client

_______________________________________________

Sponsor

_______________________________________________

Kickoff Date

_______________________________________________

Cadence

_______________________________________________

Week 1 · Contract & Access

Engagement Letter · executed by both parties

SOW · signed and attached as Exhibit A

NDA · executed if not already in place

First invoice · issued

Client folder · created in secure workspace

Sponsor's assistant · introduced and calendared

Preferred correspondence method · confirmed

Confidential stakeholder interviews · scheduled (5–8 conversations)

Public record · pulled and read (10-K, board minutes, procurement policies)

Existing artifacts · requested (org chart, prior consulting reports, supplier list)

Landscape brief · drafted

Landscape brief · delivered to sponsor

Framework · drafted and iterated

Recommendation · defensible, written, testable

Working session #1 · scheduled with sponsor

Session held · framework walked through

Sponsor decision · recorded and confirmed in writing

Cadence for remainder of engagement · locked

Second invoice · issued on milestone

Sponsor debrief notes