Portuguese for Client Onboarding: Gather Project Requirements — Practice

Welcome the client and explain the kickoff

Kickoff meeting is often used in Brazilian workplaces, but reunião inicial is an easy Portuguese alternative. Explain the purpose of the first meeting and which people need to attend.

Ask who will approve decisions and which contact person can answer day-to-day questions. That prevents messages from getting lost among several stakeholders.

Request the files and details you need

Use material de referência for reference material, arquivo for file, and acesso for access. Ask which files already exist and where the client prefers to share them.

Request only what you need for the project. If a permission or login is required, follow the client's approved process instead of asking them to send sensitive credentials in a message.

Agree on communication and approvals

Ask which channel the team uses for project updates and how quickly it expects to review drafts. Prazo de aprovação means approval deadline; responsável means the person responsible.

Summarize the agreed workflow in writing so the client can correct anything before the work begins.

Remember: A clear onboarding conversation identifies goals, owners, files, communication channels, and approval steps.

Check your understanding

Choose the English meaning of each Portuguese example. Answer before looking back at the tables. These questions check the written examples in this guide; they are not a listening or proficiency test.

Recall the Portuguese, then say it

Read the English prompt and say a Portuguese version before opening the answer. The answer shows the example from the lesson; other natural translations may also work. Compare the meaning and the situation rather than counting a different word as automatically wrong.

1. At the kickoff meeting, we'll confirm goals and responsibilities.

   Show a Portuguese answer

   Na reunião inicial, vamos confirmar objetivos e responsabilidades.

2. Who will be responsible for approvals?

   Show a Portuguese answer

   Quem será a pessoa responsável pelas aprovações?

3. Can you share the reference files in this folder?

   Show a Portuguese answer

   Você pode compartilhar os arquivos de referência nesta pasta?

4. Which version of the document should we use?

   Show a Portuguese answer

   Qual versão do documento devemos usar?

5. Do you prefer to receive updates by email or message?

   Show a Portuguese answer

   Preferem receber atualizações por e-mail ou mensagem?

6. Who approves the final version?

   Show a Portuguese answer

   Quem aprova a versão final?

Make the phrase useful to you

Choose one example you could actually use. Say it once from memory, then change one detail that fits your life, such as the person, place, time, or object. Check whether your change also needs a different verb form, article, or adjective ending. If it does, compare it with the pattern in the explanation.

A clear onboarding conversation identifies goals, owners, files, communication channels, and approval steps.

Return to two prompts tomorrow without opening the answers first. If a phrase still feels difficult, shorten it to a useful chunk and build the complete sentence again.

Sources and your next lesson

This I Speak Portuguese practice guide builds on our Portuguese for Client Onboarding: Gather Project Requirements lesson on Real Life Portuguese, with written recall tasks and additional speaking practice. The explanations and examples are teaching material; the practice questions are exercises, not a transcript of a recording.

To add Brazilian audio to your routine, choose a lesson in the Real Life Portuguese app. The app offers its own lessons and practice; this page does not imply that every example here has an app recording.