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Client onboarding checklist for consultants

Consulting scope creep starts at intake. This checklist forces clarity on goals, constraints, stakeholders and success metrics โ€” before you bill your first hour.

  1. Name, role, company and website
  2. Business stage and team size
  3. Top 3 challenges to solve
  4. What has been tried already and results
  5. Success definition for 90 days and 12 months
  6. Revenue range (optional)
  7. All stakeholders involved in decisions
  8. Availability and preferred meeting format
  9. Off-limits topics or methods
  10. NDA requirements
  11. Budget allocated for the engagement
  12. Start date and hard deadlines
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Tips from the field

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