Starting work for a new client: Difference between revisions
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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 == | ||
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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 | |||
Latest revision as of 11:16, 28 June 2024
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