Onboard a Client

When a

Strategist

is ready to get started with a new client, they should choose a

Project Manager

to lead the relationship, and share the accepted

🤲

Proposal

with them. The Strategist should introduce the PM to the client by email prior to the first meeting.

The PM should then set up the client, including getting them up and running in our

🧰

Software

. Here are the typical required steps:

Create a new

Google Drive

Shared Drive for the client.

In Drive, use our templates to create new

💼

Legal Paperwork

including a

📜

Master Services Agreement (MSA)

and

for the initial

, according to the

accepted by the client.

Send the paperwork via

PandaDoc

to the primary contact.

Set up an internal

Slack

channel using the naming convention #client-cantilever-internal. Invite all

👥

Staff

who you know will be working with that client.

If the client uses Slack, set up a Slack Connect channel with their team. Invite the same internal folks as are in our internal channel.

Schedule a kickoff call for the new

🎁

Project

Add the client to the , including assigning them a

🔤

Client Code

Create a new portfolio in

Asana

for the client

Within the Rituals Asana board, set up a new “Cleanup & Reporting Ritual” task for yourself, the PM.

Add their

🔤

Client Code

to the “Client Code” field in the

Set up the first

using the