- 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.
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