Client Onboarding | Silver Line Advisory

Before we begin, please confirm that the two steps below have been completed. If you haven't received your engagement documents yet, contact Tabitha and she'll get them to you right away.

Before You Begin

Please confirm that both of the following have already been completed before continuing with your onboarding.

My engagement letter has been signed and returned to Tabitha Clark My initial invoice or retainer payment has been confirmed

Haven't received these documents yet? Contact Tabitha and she'll get them to you right away.

Your progress Step 1 of 5

About You

Goals

Audience

Logistics

Review

Onboarding complete. Welcome aboard.

Tabitha has received your information and will be in touch shortly to confirm next steps. If you have any questions in the meantime, reach her at tabitha@SilverLineAdvisory.biz.

Your Contact Information

How Tabitha will reach you throughout your engagement.

First Name

Last Name

Email Address

Phone Number

Preferred Communication Method

Best Time to Reach You

Your Role & Organization

Help Tabitha understand the context she's working within.

Your Title / Role

Organization or Company Name

Sector / Industry

Organization Size

Location / State

Communication Goals & Focus Areas

The clearer you can be here, the more targeted and effective our work together will be from day one.

What services are you engaged for?

Executive Communication Coaching Message Strategy & Development Organizational Communication Content & Narrative Development Presentation & Media Preparation Crisis & Sensitive Communication

What is the primary focus of this engagement?

Describe your main goal in your own words

Are there any high-stakes moments on the horizon?

Upcoming events, deadlines, or milestones (optional)

What does success look like for this engagement?

How will we know we've achieved what you came here to do?

Your Audience & Communication Channels

Understanding who you're communicating with — and how — helps Tabitha tailor strategy and coaching from the very first session.

Who are your primary audiences?

Describe the people you most need to reach and influence

Which communication channels are most relevant to your work?

Presentations, keynotes, & public speaking Media interviews, press releases, & news Board briefings & executive-level communications Internal communications & team messaging Written content — articles, op-eds, reports, speeches Social media & digital platforms Community or public-facing engagement Crisis & sensitive communications

What challenges are you currently facing?

What gets in the way of communicating as effectively as you'd like?

Schedule & Logistics

Let's get the practical details sorted so we can get to work quickly.

Scheduling Preferences

Preferred Meeting Days

Preferred Meeting Times

Preferred Meeting Format

Time Zone

Confidentiality & Expectations

Complete discretion is foundational to this work. Everything shared in our sessions — the challenges you face, the strategies we develop, and the details of your organization — is held in strict confidence. Tabitha never references client work without explicit permission and is happy to sign a formal NDA if needed.

NDA Required?

Yes — please send an NDA

No, not required

Will decide later

Is there anything else Tabitha should know before your first session?

Almost done.

Please confirm your contact information below, add any final notes, and submit your onboarding form. Tabitha will follow up to confirm your first session.

Confirm Your Contact Info

First Name

Last Name

Email Address

Phone Number

Organization

Final Notes

Anything else for Tabitha? (optional)

Your information is completely confidential. By submitting this form you confirm that you have signed your engagement letter and confirmed your initial payment. Questions? Contact Tabitha directly.

Welcome.Let's get started.

Welcome.
Let's get started.