Client Onboarding¶

Client engagement kickoff and onboarding processes

Overview¶

Standard processes for onboarding new clients, from contract signature through successful engagement launch.

Contract signed
    ↓
Delivery team assignment
    ↓
Client welcome email
    ↓
Data collection request
    ↓
Kickoff scheduling

Kickoff meeting
    ↓
Stakeholder introductions
    ↓
Scope confirmation
    ↓
Communication cadence set
    ↓
First milestone planning

System access provisioning
    ↓
Tool configuration
    ↓
Documentation access
    ↓
Reporting setup
    ↓
Monitoring activation (if applicable)

Service	Key Onboarding Elements	Timeline
vCISO/vCTO	Executive meetings, org chart, current initiatives	1-2 weeks
Compliance	Framework scope, evidence inventory, timeline	1-2 weeks
Assessment	Data collection, interview schedule, tool access	3-5 days
Managed Services	Monitoring setup, escalation paths, SLAs	1-2 weeks