Starting work for a new client: Difference between revisions

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# Creating proposal #
== 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)


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


# Make a proposal
# Create a client entry in time-tracking
# 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.
# Create the project activities in the client in time-tracking.
 
# Add the client and project in the metrics sheet
# Administrative  #
# Add the expected invoices as sales opportunities in Exact

Latest revision as of 11:16, 28 June 2024

Creating proposal

  1. Write down document
  2. Get Max or DJ to sign-off
  3. Send proposal to client

Getting agreement from the client

  1. 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.

  1. Create a client entry in time-tracking
  2. Create the project activities in the client in time-tracking.
  3. Add the client and project in the metrics sheet
  4. Add the expected invoices as sales opportunities in Exact
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