Starting work for a new client - Revision history

Thexa4: /* Getting agreement from the client */

2024-06-28T19:16:51Z

Getting agreement from the client

← Older revision		Revision as of 12:16, 28 June 2024
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	== Getting agreement from the client==		== Getting agreement from the client==
	# Get the client to agree to the proposal. We require agreement in writing digitally.		# Get the client to agree to the proposal. We require agreement in writing digitally. (Docusign)

	== Administrative ==		== Administrative ==

2024-06-28T13:17:40Z

Administrative

← Older revision		Revision as of 06:17, 28 June 2024
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	# Create a client entry in time-tracking		# Create a client entry in time-tracking
	# Create the project activities in the client in time-tracking.		# Create the project activities in the client in time-tracking.
			# Add the client and project in the metrics sheet
			# Add the expected invoices as sales opportunities in Exact

2024-06-28T13:14:38Z

← Older revision		Revision as of 06:14, 28 June 2024
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	# Write down document		# Write down document
	# Get Max or DJ to sign-off		# Get Max or DJ to sign-off
			# Send proposal to client

	== Getting agreement from the client==		== Getting agreement from the client==
	~~# Make a proposal~~
	# Get the client to agree to the proposal. We require agreement in writing digitally.		# Get the client to agree to the proposal. We require agreement in writing digitally.

	== Administrative ==		== Administrative ==
	⚠️ Do not start work on a client without agreement as mentioned above.		⚠️ Do not start work on a client without agreement, as mentioned above.

	# Create a client entry in time-tracking		# Create a client entry in time-tracking
	# Create the project activities in the client in time-tracking.		# Create the project activities in the client in time-tracking.

2024-06-28T13:14:07Z

← Older revision		Revision as of 06:14, 28 June 2024
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	== Administrative ==		== Administrative ==
	~~:warning:~~ Do not start work on a client without agreement.		⚠️ Do not start work on a client without agreement as mentioned above.

	# Create a client entry in time-tracking		# Create a client entry in time-tracking
	# Create the project activities in the client in time-tracking.		# Create the project activities in the client in time-tracking.

2024-06-28T13:13:43Z

← Older revision		Revision as of 06:13, 28 June 2024
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	== Administrative ==		== Administrative ==
	Do not start work on a client without agreement.		:warning: Do not start work on a client without agreement.

	# Create a client entry in time-tracking		# Create a client entry in time-tracking
	# Create the project activities in the client in time-tracking.		# Create the project activities in the client in time-tracking.

2024-06-28T13:13:31Z

← Older revision		Revision as of 06:13, 28 June 2024
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	# Creating proposal #		== Creating proposal ==
			# Write down document
			# Get Max or DJ to sign-off

			== Getting agreement from the client==
			# Make a proposal
			# Get the client to agree to the proposal. We require agreement in writing digitally.

	~~# Getting agreement #~~		== Administrative ==
			Do not start work on a client without agreement.
	~~# Make a proposal~~
	~~# Get the client to agree to the proposal. We require agreement in writing digitally, e-mail or on paper.~~ Do not start work on a client without agreement.

	# ~~Administrative~~ #		# Create a client entry in time-tracking
			# Create the project activities in the client in time-tracking.

2024-06-28T13:11:43Z

← Older revision		Revision as of 06:11, 28 June 2024
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	1. Make a proposal		# Creating proposal #
	1. Get the client to agree to the proposal. We require agreement in writing, e-mail or on paper.
	1.
			# Getting agreement #

			# Make a proposal
			# Get the client to agree to the proposal. We require agreement in writing digitally, e-mail or on paper. Do not start work on a client without agreement.

			# Administrative #

2024-06-28T13:04:31Z

Created page with "1. Make a proposal 1. Get the client to agree to the proposal. We require agreement in writing, e-mail or on paper. 1."

New page

1. Make a proposal
1. Get the client to agree to the proposal. We require agreement in writing, e-mail or on paper.
1.