
People
Tools
Context
Decision
Next action

01 / A CLIENT ONBOARDING RECORD
Scope / Ready to review
Context / Account lead
Owner / Account lead
SCOPE
Agreed work + boundaries
SOURCE
Goals, notes and client context
Send the agreed scope and source notes.
Review / Scope
Owner / Reviewer
CHECK
Agreement against the brief
DECISION
Confirm the agreed scope
Confirm the decision, then hand over.
Next owner / Delivery
Owner / Delivery owner
RECORD
Confirmed scope + decisions
NEXT STEP
Owner, action and kickoff
One ready packet. A named next move.
Context moves to review. The decision and next owner travel with the record.

