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First draft - WIP Ref: #114
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# New client setup | ||
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So you've won some work from a new client - good for you! | ||
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This is how we set new clients up on all of our various systems. | ||
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* [ ] Create and sign contracts | ||
* Template contract is saved in the `Clients` folder. Unless there are non-standard terms, only pages 1, 9, and 10 should change | ||
* [ ] Book initial workshop | ||
* This will be the responsibility of the client contact | ||
* Bear in mind that our standard terms are for the first invoice to be paid at once, so that can be raised and sent out immediately | ||
* [ ] Set client details up on Xero for invoicing | ||
* `Xero > Contacts > Customers > Add customer` | ||
* You'll need their accounts contact email address at least | ||
* Other contacts can be copied in or not as they prefer | ||
* (You should also ask what information they need for their system, if they haven't already requested it.) | ||
* [ ] Set up Google Drive | ||
* (This is still a WIP as it's not currently possible to duplicate entire folders on Drive) | ||
* Set up a folder to match the `.template` structure (hopefully we'll find a way to just dupe it) | ||
* Be careful to keep the `permissions` the same | ||
* Save all documents with financial/sensitive information in the `.private` folder | ||
* Proposal | ||
* Contract | ||
* Budget planner | ||
* [ ] Set up github | ||
* Create a client organisation | ||
* Create project repo | ||
* Initialise with `readme` | ||
* Call it something _sensible_ | ||
* Copy across our labels | ||
* Give permission to all team members who'll be working on the project | ||
* [ ] Set up gitter | ||
* Decide whether this will be a `dwyl` channel or coming from the client repo |