When a Strategist is ready to get started with a new client, they should choose a Project Manager to lead the relationship, and share the accepted Proposal with them. The Strategist should introduce the PM to the client by email prior to the first meeting.

The PM should then set up the client, including getting them up and running in our Software. Here are the typical required steps:

• [ ] Create a new Google Drive Shared Drive for the client.
• [ ] In Drive, use our templates to create new Legal Paperwork including a Master Services Agreement (MSA) and Scope of Work (SOW) for the initial Project, according to the Proposal accepted by the client.
• [ ] Send the paperwork via PandaDoc to the primary contact.
• [ ] Set up an internal Slack channel using the naming convention #client-cantilever-internal. Invite all Staff who you know will be working with that client.
• [ ] If the client uses Slack, set up a Slack Connect channel with their team. Invite the same internal folks as are in our internal channel.
• [ ] Schedule a kickoff call for the new Project
• [ ] Add the client to the ‣, including assigning them a Client Code
• [ ] Create a new portfolio in Asana for the client
• [ ] Within the Rituals Asana board, set up a new “Cleanup & Reporting Ritual” task for yourself, the PM.
• [ ] Add their Client Code to the “Client Code” field in the Big Board
• [ ] Set up the first Project using the Project Setup Guide