Client Onboarding & First 90 Days

The difference between a consultant running five clients and a consultant running twenty-five is not effort. It is a system for the highest-frequency workflow in the business: taking on a new client and getting them organised. This pack is that system, and it works identically if the client is your own organisation.

The arc runs discover, stabilise, institutionalise, with a named deliverable at each gate. The discovery interviews are fully scripted: ten questions for the owner that surface what the business actually depends on and what has been promised to whom, and twelve for the IT provider where every question comes with the evidence export to capture live on the call. Seven exports form the baseline evidence set, listed with where each comes from and what it proves.

The tracker carries the machinery: thirty discovery questions with an evidence column, fifteen quick wins ranked by risk moved per hour spent, the ninety-day plan, the stakeholder map, the twelve-month roadmap and the first board report checklist. Day ninety ends with a quarterly report delivered as if it were routine, because from then on it is. That is what turns an engagement into a retainer. Brandable copies are included, and with the consultant licence the documents you run the engagement on carry your own brand.