The client lifecycle, in seven stages.

Every service business runs the same journey, whether it is written down or not. Naming the stages, and what each must hand to the next, is the first step to running it well. Build the operating method first. Use technology to make it repeatable.

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Pen illustration of a consultant walking two clients through a simple scope sheet at a meeting table.
  1. 01

    ACQUIRE

    Do we record, answer and qualify every inquiry against a written definition of fit?

    Stages inside TARGET / ATTRACT / INTAKE / RESPOND / QUALIFY

    Hands on Qualified opportunity record to Convert

  2. 02

    CONVERT

    Do proposals rest on an exact scope, known decision makers and an agreed decision date?

    Stages inside DISCOVER / SCOPE / PROPOSE / DECIDE / COMMIT

    Hands on Signed agreement and commercial handover to Onboard

  3. 03

    ONBOARD

    Does every engagement reach delivery owned, informed, prepared and agreed?

    Stages inside SIGNED / WELCOME / COLLECT / PREPARE / KICKOFF / HANDOFF

    Hands on Accepted delivery handoff to Deliver

  4. 04

    DELIVER

    Is work delivered against a baseline, with changes decided and approvals recorded?

    Stages inside READY / PLAN / PRODUCE / REVIEW / APPROVE / COMPLETE

    Hands on Acceptance record to Bill and Support

  5. 05

    BILL

    Does every invoice trace back to an agreement, an approval or a delivered milestone?

    Stages inside DEFINE / CAPTURE / CONFIRM / INVOICE / FOLLOW UP / CLOSE

    Hands on Closed billing cycle; signals to Grow

  6. 06

    SUPPORT

    Is every support need captured, triaged, resolved, confirmed and prevented from repeating?

    Stages inside RECEIVE / TRIAGE / RESOLVE / VERIFY / PREVENT

    Hands on Relationship signals to Grow

  7. 07

    GROW

    Are renewals, expansion and referrals decided on purpose, from signals and value reviews?

    Stages inside MONITOR / ASSESS / RENEW / EXPAND / REFER

    Hands on Referrals to Acquire; expansion to Convert

Every handoff answers the same questions.

Most client problems appear at the joins between stages: the sale that reaches onboarding without its promises, the change that reaches billing without an approval. AvariHQ defines every handoff the same way.

  1. 01OWNER
  2. 02INPUT
  3. 03ACTION
  4. 04OUTPUT
  5. 05EVIDENCE

Find your weakest stage

The free assessment scores each stage and points to where to start.

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