Free tools for each stage of the client journey.
Seven practical, editable Word and Excel files, one for each stage. Each includes instructions, working fields and a worked example.
01 Acquire
Client Fit & Qualification Checklist
Editable Word document
- For
- Whoever answers new inquiries: the owner, a salesperson or an operations lead.
- Use it
- When you write down who your good-fit clients are, and each time you decide on a new inquiry.
- A one-page Client Fit Profile to complete
- A ten-question qualification checklist with Yes, Not now and No outcomes
- A weekly inquiry register review
- A worked example
02 Convert
Service Scope Definition Worksheet
Editable Word document
- For
- Anyone writing proposals or statements of work.
- Use it
- After discovery and before you write the proposal.
- Deliverables, exclusions, assumptions and responsibilities
- Acceptance criteria prompts and examples
- A decision-maker map
- A pre-proposal scope check
03 Onboard
New Client Onboarding Checklist
Editable Word document
- For
- The person who owns a new client's first weeks.
- Use it
- From the signed agreement to the start of delivery, for every new client.
- Six-stage checklist from signed to handoff
- An input request and review list
- A kickoff agenda focused on decisions
- A delivery handoff check
04 Deliver
Project Change Request Template
Excel workbook, 3 sheets
- For
- Project leads and account managers.
- Use it
- Whenever a client asks for something outside the agreed baseline.
- A change request log with classification dropdowns
- A one-request client approval record
- A classification guide
- Worked example rows
05 Bill
Billing Readiness Checklist
Editable Word document
- For
- Whoever prepares and sends invoices.
- Use it
- Before every invoice, and at the end of each billing cycle.
- A billing baseline summary
- A pre-invoice readiness check
- An open-invoice follow-up layout
- A cycle-close review
06 Support
Client Support Triage Worksheet
Excel workbook, 3 sheets
- For
- Anyone who handles client requests after delivery.
- Use it
- Daily for new requests, and once a month for the prevention review.
- A support register with triage dropdowns
- A triage guide by type, impact and urgency
- A monthly prevention review
- Worked example rows
07 Grow
Client Relationship Health Review
Editable Word document
- For
- Relationship owners and founders.
- Use it
- Monthly for signals; before each renewal for the value review.
- A relationship signal check
- A value-review agenda
- A renewal decision record
- A referral ask planner
These free tools are original AvariHQ resources. They are not extracts of the paid AvariHQ Systems, which contain the full stage method, fillable tools and operating records. Free to use within your own business; please do not resell or redistribute them.