Speak with the client
Obtain information about the client's circumstances
Assess the work that will go into accomplishing what the client needs
Assess whether the company is capable of delivering what the client needs
Offer the client a fee schedule in regard to the needs and wants
Get soft acceptance of fee schedule and deliverables
Insert the details of the arrangement into a Client Engagement Letter
Send the Engagement letter to the client for signing
Store the signed document and begin mobilizing to deliver services