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Sonny Morgan
sonny@thethink.co.uk
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Onboarding a new client
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Edit: Onboarding a new client
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**Draft: change this to match how you actually run it.** - [ ] Proposal accepted: the deal is marked won, the project is created and the deposit invoice is drafted - [ ] Check and send the deposit invoice (they can pay by card from the link) - [ ] Send the content checklist (from the project: **Content checklist**) - [ ] Ask them to add hello@thethink.co.uk at their domain provider. Never ask for passwords - [ ] Book the kick-off call - [ ] Note who referred them, if anyone, so the finder's fee is tracked
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Kick-off
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Launched
Aftercare
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Enquiry in
Discovery form sent
Discovery completed
Proposal sent
First Impressions Call booked
Awaiting decision
Won
Lost
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- [ ] …
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