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
Last modified 4yr ago