> For the complete documentation index, see [llms.txt](https://process.mad.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://process.mad.co/project-work/working-practices/new-client-onboarding.md).

# 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/))