SOP
  • Standard Operating Procedure
  • Introduction
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  • Changelog
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    • Culture
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      • Writing Case Studies
    • Transparency
  • Project Work
    • General Working Practices
      • The Project Brief
      • AAR - After Action Review
      • New Client Onboarding
      • Status Updates
      • Files & Backups
    • Design Working Practices
      • Website Go-Live Checklist
      • Resources.
      • Brand and Web Design Sprint Agenda
      • Key Design Team Roles
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      • Open Positions
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      • On-boarding
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      • Parental Leave
    • Finance
      • Procurement Onboarding
      • New Client Financial Details
      • Reports
      • Using Company Money (Expenses)
      • Bank Accounts
      • Free Cash Flow
    • Legal
      • Our Law Firm
      • Legal Entities
      • Document Templates
      • Non-Disclosure Agreement (NDA)
      • Service Level Agreement (SLA)
      • Engagement Agreement
    • Sales
      • Newsletter Format
      • Scope of Work
      • Minimum Project Price
      • Non-Negotiable Contractual Points
      • Credentials Deck
      • Proposal Format
      • Qualifying Prospects
      • CRM
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  1. Project Work
  2. General Working Practices

New Client Onboarding

Last updated 6 years ago

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