Client Information
$25.00
A single living reference for everything about a client, who they are, how they like to work, what tools they use, and the mistakes a new EA would otherwise make finding out the hard way.
Description
The knowledge that keeps an engagement running smoothly usually lives in one person’s head: how this client likes to be communicated with, what they actually mean by “urgent,” which login goes where. None of it gets written down because nobody asks for it until the day someone else has to step in cold.
This sheet gives that knowledge one place to live. Four sections cover the client as a person, how you actually work together, the tools and systems in play, and the company context around all of it, including a section built specifically for the advice and common mistakes a replacement would otherwise have to learn by making them.
It’s a living reference, not a form you fill out once and file away. Skip updating it and the next person inherits the same blind spots you started with.
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