阶段性事务跟进Ongoing coordination
已经明确服务范围，希望持续跟进文件、沟通与待决事项。For clients tracking documents, communication and decisions within an agreed scope.
这项服务如何推进How the work is approached
先围绕你的目标和已有安排确认问题，再明确本次需要准备、协调和交付的内容。服务范围在开始前书面确认。Review your goals and existing arrangements first, then define the preparation, coordination and outputs needed. Scope is agreed in writing before work starts.
确认已约定范围Confirm the engagement
列明本阶段包含与不包含的事项。List what is included and excluded in the current stage.
整理当前状态Review current status
记录完成、进行中与待确认的任务。Record completed, active and pending tasks.
核对资料版本Review document versions
标明最新资料与仍待补充的内容。Identify current documents and missing information.
可约定的交付内容Possible agreed deliverables
以下是可纳入委托的成果，具体项目按实际需求确认。These outputs can form part of the engagement, subject to your actual needs.
- 阶段进展记录Progress record可记录已约定范围内完成、进行中和待确认的事项及更新时间。We can record completed, active and pending items within the agreed scope, with update dates.
- 资料与待决事项清单Documents and decisions log可整理当前资料版本、缺失内容和需要客户或专业方决定的问题。We can organise current document versions, missing inputs and decisions for the client or relevant professionals.
- 下一阶段事项表Next-stage action list可列出本阶段未结事项、下一次沟通时间及负责跟进的人。We can list open items for this stage, the next conversation date and who will follow each item up.
开始前确认的安排What to agree before starting
| 服务范围Scope | 包括哪些事项、输出和跟进周期；不包含哪些工作。Tasks, outputs and follow-up period, with exclusions stated. |
|---|---|
| 费用构成Fees | 服务费与第三方费用分开列明；新增事项在确认后开展。Service fees and third-party costs are itemised separately. Additional work is agreed before it begins. |
| 时间与依赖Timing | 确认目标日期、客户补充资料时间，以及需要等待外部确认的节点。Agree target dates, information deadlines and milestones requiring external confirmation. |
| 专业判断Specialist decisions | 审批、录取、开户和专业意见，均由相关机构独立决定。Approvals, admissions, account opening and professional opinions are decided independently by the relevant institutions. |
常见问题Questions before you begin
资料还不完整，可以先沟通吗？Can I enquire with incomplete information?
可以先说明现状和缺失部分。初步沟通用于识别待确认问题，不代表申请或委托已经启动。Describe the current situation and missing information. An initial discussion identifies open questions; it does not start an application or engagement.
下一步应该做什么？What should I do next?
打开准备清单，勾选已经梳理的事项。随后进入咨询页，相关服务与已梳理内容会带入摘要。Open the preparation checklist and mark the items you have reviewed. Continue to the enquiry page with the service and reviewed topics carried into your brief.