How to onboard a new client without missing paperwork

Client onboarding taught me that missing paperwork does not feel urgent until the work is already blocked. A tax form is missing, the billing contact is wrong, the signed scope is sitting in someone's inbox, and now the team is ready to start but nobody knows who can approve the first invoice. I stopped relying on long email threads. For each new client I want the same few things before the hando…

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