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Starting work for a new client: Difference between revisions
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→Getting agreement from the client
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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== | ||
# Get the client to agree to the proposal. We require agreement in writing digitally. (Docusign) | |||
# 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. | ||
# Add the client and project in the metrics sheet | |||
# Add the expected invoices as sales opportunities in Exact | |||