SOP
Search…
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)
Copy link