New Client Intake

Fictional sample
Not client work

Purpose

Move a newly signed client from commercial handoff to a confirmed kickoff with a complete internal record and no missing owner.

Step	Owner	Action and completion criteria
01	Account lead	Verify the signed agreement, approved scope, billing contact, and first payment status. Stop if any item is missing.
02	Coordinator	Create the client folder from the approved template. File the agreement and use the exact legal business name.
03	Coordinator	Send the onboarding email with the intake form and scheduling link. Do not request credentials by email.
04	Operations lead	Create the project record, assign a delivery owner, and record the scope, due date, and first internal milestone.
05	Delivery owner	Review submitted intake details and confirm the kickoff agenda. Escalate scope conflicts before the meeting.
06	Coordinator	Schedule kickoff within five business days and send the final confirmation to the client and delivery owner.

The project record matches the agreement, every task has an owner, and the kickoff has a date, attendees, and agenda.

If payment, scope, or ownership is unclear, pause onboarding and send the commercial owner a single list of unresolved items.