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

  • 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

  • Have an official kickoff meeting! (We wrote a blog post about this)

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