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create new clients process
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First draft - WIP

Ref: #114
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rub1e authored Oct 31, 2018
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# New client setup

So you've won some work from a new client - good for you!

This is how we set new clients up on all of our various systems.

* [ ] 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

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