CONSULTING: FIRST-WEEK INPUT REQUEST

Client: [client name]
Engagement: [engagement name]
Purpose: [the first decision or deliverable these inputs support]
Return location: [private portal link]
Requested by: [name and contact]

[ ] Brief or statement of the problem: [expected scope].
[ ] Previous report or analysis: [name / date / version].
[ ] Agreed data export: [fields, period and accepted format].
[ ] Relevant process or organisation document: [name].
[ ] Contact list for this work: [roles and contact details needed].
[ ] Other agreed input: [document and completeness criteria].

START FIRST
[Input] needs approval or preparation by [team / person]. Please start
that request first. Arrange system access through the proper access
process; do not upload passwords, keys or access codes.

CLIENT MESSAGE
We need these inputs to prepare [first deliverable]. Please upload what
you have to [portal link] and tell [contact] which items are unavailable.
We will review them and ask for clarification on the relevant file.

HANDOFF
[ ] Return [proposal / report / presentation] with a clear filename.
[ ] State which response you need: a comment, approval or suitable signature.
[ ] Name a revised file explicitly; uploading it does not replace the old one.

Droplana has one portal per client, not a separate workspace or access
boundary for every engagement. Keep project tasks, meetings, editing
and billing in the tools that already handle them.

Template source: https://droplana.com/blog/client-onboarding-document-checklist