Clarify client goals, expectations, and priorities to create a shared understanding from the start.
Provide guidance on institutional positioning and ensure alignment with the broader strategic context.
Support coordination between relevant stakeholders to enable a smooth and transparent process.
Prepare the necessary onboarding materials, documentation, and supporting information.
Coordinate key steps during the introduction phase and ensure all involved parties are informed.
Provide structured support throughout the process to address questions, dependencies, and next steps.