Confirm approval and commercial terms
Do not begin based on an unclear conversation. Confirm scope, deliverables, exclusions, price, payment schedule, and acceptance in writing.
Collect essential client information
Save the legal or business name, primary contact, billing details, communication preference, and the people responsible for feedback and approval.
Request files and access securely
List every required asset, document, credential, or system permission. Use appropriate secure sharing methods for passwords and sensitive access rather than ordinary project notes.
Run a focused kickoff meeting
Confirm objectives, milestones, roles, communication cadence, risks, feedback process, and immediate next steps. Record decisions and assigned actions.
Create the workspace
Add the client, initial tasks, meeting minutes, approved quotation, and first invoice or deposit request. Keeping these records connected reduces repeated entry.