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NONorthwind OpsSample workspace
Library
SOPs
SOPs
CClient onboarding v4
CClient reporting
SSupplier onboarding
Contracts
BBluefin Foods v2
HHarbour Mills v1
SOPs›Client onboarding v4Search or jump toMD
Client onboarding v4
Owner: Sam OkaforKRA: Client onboarding runs on timeShare
1Confirm the signed agreementOnboarding lead
2Create the client recordOnboarding lead
3Kick off internal onboardingOnboarding leadOnboarding cycle time
4Confirm the reporting cadenceOnboarding lead
5Collect finance sign offFinance
6Schedule the kickoff callOnboarding lead
7Hand over to the account teamOnboarding lead
SLA 10 days from the signed agreement.