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Free sample standard operating procedure
Signed Proposal to Project Kickoff Handoff
Move a signed engagement into delivery without losing scope, promises, or critical context.
Professional services
Client onboarding & discovery
Step-by-step procedure
- Save the signed agreement, final scope, commercial terms, and sales notes in the designated client folder.
- Create the client record and project shell with the approved name, budget, timeline, and internal owner.
- Schedule a sales-to-delivery handoff and review objectives, stakeholders, risks, exclusions, and promised next steps.
- Assign the delivery team, confirm capacity, and prepare the kickoff agenda and client information request.
- Send the client a welcome note with their next meeting, primary contact, and a clear list of needed inputs.