Onboarding a new client

From a signed proposal to a project that's ready to start.
Edit

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
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal