Business & strategyClient onboardingtext

Break client onboarding into evidence gates

Makes readiness visible before work begins.

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Prompt

Inputs: [SERVICE SCOPE], [CLIENT INPUTS], [TEAM ROLES]. Map intake, access, baseline, kickoff and first delivery. Define the evidence that permits each stage and a safe pause if access or consent is missing. Output: A gate table, owner list and kickoff agenda. Check: No stage is marked complete from an email promise alone. If essential information is missing, identify it rather than filling the gap with a guess. Record who verifies each gate and where the approval evidence will be kept.