New Prospect Onboarding

NOTE: This process describes the client onboarding in bexio. It does not describe:

• the New Client Onboarding which onboards the client to planio, creates an NDA, and more.
• the Client Delivery Onboarding which will onboard the client-tenant, create a git repository, and more.

Also, this applies only to channels where we send invoices directly to the client. Specifically, this does not apply to these channels:

• sonical
• itsi
• techne

Info

Who: Sales Manager

When: once oral agreement is made about a collaboration. Before the first offer is made.

Prerequisites

• the channel of the prospect is clarified
• the channel requires a new prospect onboarding

Processes

bexio

1. Go to the right company (Power Partners BV or Power Partners AG)

2. Contacts

3. New Contact

4. Add address, language, etc.

5. enter the email where the invoices should go

6. enter the VAT number

7. enter the main contact

Checklist

• Client onboarded in bexio