• a. Add Steps leading up to contract when finalized
  • b. Sales Team sends client contract through DocuSign.
  • c. Frank countersigns
  • i. executed contract with completed cover sheet and client registration form goes to Accounting to open client files.
  • ii. Copy of cover sheet and client registration form goes to Operations
  • d. Sales to supply client with login password to socialshelf.net/client page – documentation for client’s future reference.
  • e. Create client folder on server
  • i. Add contract to folder
  • ii. All registration form to folder
  • f. Sales sends email to executive contact, copies creative contact and Operations to introduce client to operations for contact moving forward.