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Priority Processes - what leads to getting paid - Coggle Diagram
Priority Processes - what leads to getting paid
Client on-boarding
Stages?
Agreement, contract, signed contract, bank details
First meeting to signed contract
? to starting delivery
Questions
Where does the SoW fit?
How do we generate contracts immediately?
Research
Speak to Chris
Speak to Steve
Speak to Adam
Speak to Glyn
Check out Adam's sales process
Adam book recommendation
ask Claude
What details do we need?
Client name
What have we agree to?
Set up on their payment system
Delivery
SoW - what have we agreed to
Who is delivering?
Who is working on the project
Contractor onboarding
Personal details
Contract
Limited company
Individual
Terms
How do they change depenting on work?
Back burner
Partnership set up
What are they and how do we put them into action?