Starting work for a new client

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