Checklist 13 – Client Communication

1.0 Purpose

This checklist ensures communication with clients is clear, consistent, professional, and aligned with expectations throughout the entire engagement.

2.0 Scope & When to Use

Use this checklist during onboarding, active projects, and ongoing client relationships.

• New client onboarding
• Active project communication
• Expectation management
• Client experience optimization

3.0 Communication Systems

3.1 Channels

• Document preferred communication channels
• Verify response time expectations
• Identify channel gaps

3.2 Tone & Professionalism

• Check tone consistency
• Document communication style preferences
• Identify tone misalignment risks

3.3 Boundaries

• Verify communication boundaries
• Check after‑hours expectations
• Document boundary violations

4.0 Expectation Management

4.1 Deliverables

• Document deliverable expectations
• Check timeline clarity
• Identify scope confusion

4.2 Feedback

• Verify feedback process
• Check revision expectations
• Document feedback bottlenecks

4.3 Updates

• Check update frequency
• Document update format
• Identify communication gaps

5.0 Final Delivery Requirements

• Communication summary
• Expectation alignment notes
• Client experience recommendations
• Boundary and channel documentation

6.0 Internal QA Check

• Communication channels verified
• Expectations aligned
• Boundaries documented
• Actionable recommendations included