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New Client Onboarding

New Client Onboarding

    Full Legal Name
    Tax Patent
      Contains their VAT Number
        What to do if a client does not have VAT? Withholding Tax.
    Project team details
      Position
      phone numbers
      First and Last Names
      Emails
    Introduce Client to Bloo.io
    Pass all completed legal documents (contracts, etc) to Finance team for filing.
      Digital backups should be made of hard copies and emailed to @manny and @erika who will then place in “Contracts” team drive.
    Their finance team details are passed to our Finance team
    Enter all company contacts in Mailchimp via www.workwithmad.com/subscribe
    Have an official kickoff meeting! (We wrote a blog post about this)
Last modified 2yr ago
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