Client Onboarding Call
Everything to consider on the onboarding call with client, form preparation before, agenda and the presentation.
Step by step
⚠️ All calls with the client most be recorder by the PM.
Preparation
- Review scope thoroughly (calls, assets, etc.)
- Gather as many assets from the client as you can before the call, such as data sheets, presentations, PDF’s etc. (this can really help with context).
- Outline user flows and hierarchies in Whimsical based on scope as best as possible (questions will arise).
- Gather and write down PM, Design & Dev questions and add them to the user flows.
Agenda/Presentation
- Fill in an Agenda presentation for Onboarding call linking to the relevant docs, such as the user flows and hierarchies Whimsical boards.
- Intros
- Purpose - always same statement
- Questions/Discovery
- Link to data sheet (optional)
- Link to user flows (optional)
- Questions
- Timeline
Presentation
You'll find everything you need, from the walkthrough check list and the Phases Prestation, inside the Plutio Project Template.
The presentation is divided on two:
1. Walkthrough of Plutio for the client. Reference How To Use Plutio
2. Phases Presentation.