Client Acclimation Framework

Ramping up on Client Accounts Series:

Part One | Part Two | Part Three


Gathering more information about your client’s business, industry, and markets can be tough. This is the Client Acclimation Framework which should help you process client accounts within a 2 day working period. At the bottom of this post there are 2 resources: 1. Client Acclimation Framework Infographic, and 2. Client Collaboration Questionnaire Google Doc

Client Collaboration Questionnaire Google Doc