Which client would be recommended for upfront onboarding?

The recommended choice for upfront onboarding is the consulting practice that serves businesses with project-based milestones. This type of client generally requires a structured and methodical approach to billing and project management, which can be effectively facilitated through upfront onboarding processes.

By implementing an upfront onboarding strategy, the consulting practice can ensure that each new project or client engagement is set up with clear expectations, defined milestones, and a solid understanding of payment terms. This is particularly critical in project-based environments, where clarity and upfront arrangements help to avoid misunderstandings and promote a smoother workflow.

In contrast, the other options represent business models that may benefit more from ongoing or flexible onboarding processes. For instance, ongoing retainer clients may require continuous relationship management and adjustments throughout the engagement. Similarly, an individual customer-based platform and a service with urgent deliveries are often more focused on immediate transactions and customer service rather than detailed upfront planning. Thus, the consulting practice, which operates on a project basis, stands out as the most suitable candidate for an upfront onboarding approach.