Sales > Client Onboarding – PipeCodes INTRANET

Sales

CRM
Responsible: Sales team

Mark project as won and move the proposal to the Won Project folder
Update metrics
Update client data on the CRM with the legal entity
Make sure project data and description it’s all clear and updated on CRM
Pass by the information to the Marketing Team (So they can proceed with their items: Communication)
Pass by the information to the Financials Team (So they can proceed with their items: Financials)
Create a post on the General Slack channel talking about this new achievement
Client Name
Website – if they have
What will we make
Technologies we will use
Who will be part of the project (if we already have the team selected)

FINANCIALS
Responsible: TwoImpulse

Open client data on Gestix or update
Create the contract based on the template on Google Drive and inserting the proposal PPT screens (asking the sales team) and the technical deliverables (usually clauses 6 and 7)
Validate the contract with Fábio
Create the first invoice aligned with the information
Schedule alerts to check with the project managers about the dates when other invoices will be sent
Send the invoices using the email finances@pipecodes.com – on the first invoice, send also the contract
After X days with no payment, using finances@pipecodes.com, ask client about payment, aligned with the Project Manager before.
After 1st invoice is paid, inform Project Managers they can proceed – from now on, we only start working after 1st invoice is paid.

COMMUNICATION
Responsible: Marketing Team

Add the client logo on the Homepage
Make sure we can start writing the case study using the information on the CRM – ask for more details if needed
Create a new client alert post on Linkedin (if we think it’s an important project?)

PROJECT MANAGEMENT