# 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](http://www.workwithmad.com/subscribe) * Have an official kickoff meeting! ([We wrote a blog post about this](https://xn--md-via.com/insights/awesome-project-kickoff-meeting/)) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://process.mad.co/project-work/working-practices/new-client-onboarding.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.