Contracting & Questionnaire

• Contract
  • Link to Contract template: https://drive.google.com/drive/folders/1ymozfeie6f-H7MncKGQADydXxdhw2l-D?usp=sharing 
  • Contract should be downloaded, signed & returned by Client at the time of purchase
  • Review signed contact (proper signature & no contract-adjustments made)
  • Upload signed contract to Client’s folder on GDrive
  • Create Client folder in LinkedIn Authority folder on GDrive (copy Master & rename the documents)
• On Trello – LA Board 

• Note “Contract Received Date” on Client Card 
• Note “VA Assignment” on Client Card 
• Note “Number of Articles” on Client Card 
• Click “Contract Received” on Client Card Checklist
• Move Client Card to “LA Contracted” 

• Hubstaff – Client’s Project
  • Make LA Coordinator a “Collaborator” 
  • Make LA VA (virtual assistant) a “Collaborator” (if different than LA Coordinator)

• Questionnaire Sent
  • Send “Questionnaire Text” from the Client Care text line
  • In Trello, on the Client Card on LA Board, 
    • note “Questionnaire Sent Date”
    • Click “Program Added to Client’s Hubstaff Project” on Client Card Checklist 
    • Click “Sent Questionnaire Text” on Client Card Checklist on LA Board
    • Move Client Card to “LA Questionnaire” on LA Board

• Questionnaire Received
  • In Trello, on Client Card on LA Board
    • Note “Questionnaire Received Date” 
    • Click “ Questionnaire Submitted” on Client Card Checklist on LA Board
  • Receive & review LA Questionnaire (reachout to client if it is incomplete)
  • Upload Questionnaire details to Client’s LA folder on GDrive & Share it with LA Project Coordinator