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Starting work for a new client: Difference between revisions
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→Getting agreement from the client
(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.") |
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== Creating proposal == | |||
# Write down document | |||
# Get Max or DJ to sign-off | |||
# Send proposal to client | |||
== Getting agreement from the client== | |||
# Get the client to agree to the proposal. We require agreement in writing digitally. (Docusign) | |||
== Administrative == | |||
⚠️ Do not start work on a client without agreement, as mentioned above. | |||
# Create a client entry 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 | |||