top of page

Client
Onboarding Process

Introduction
-
Client Requests an Informational Session
-
NeuStrat&PM Presents its Services
Paperwork
Parties Sign NDA •
Client Completes and Returns Service • Request Forms
Discovery
-
Clients Selects Discovery Session meeting style best suited to their needs
-
NeuStrat&PM Executes Discovery Session
Contract
-
NeuStrat&PM Drafts Service Agreement
-
Client Reviews Agreement and Provide
Proposed Changes -
Parties Execute Agreement
Proposal
NeuStrat&PM Submits Comprehensive •
Proposal to Client
Client Reviews and Submits Questions •
NeuStrat&PM Addresses Questions •
​
Start
Project Initiation Starts •
Introduction
Paperwork
Discovery
Proposal
Contract
Start
bottom of page