Onboarding a new client

Step 1: Quote Approval

Step 2: Client Service Agreement

• Use Box Sign to draft the agreement using the template pdf.

• Send the agreement to the client for signature.

• Ensure the agreement is signed and properly stored on Box.

Example

Step 3: Send Welcome Email

Step 4: Onboarding Google Form

• Send the client the onboarding Google Form.

• Confirm receipt, review for accuracy, and ensure completion

Example

Step 5: Initial Account Creation and Setup

• Create the new show in Slingshot; you may not have all the necessary answers yet.

• Create client user accounts in Slingshot.

• Verify account access and functionality.

Step 6: Provide Getting Started PDF

• Send the client the Getting Started PDF.

Example