Customer Onboarding: Create Agreement
Updated: April 21, 2025
- Create Agreement:Master Agreement – 2024
- Include the name of the company plus what state they are located in. (page 1)
- Add the agreement date
- Add the business name, signer’s name, and title. (Page 9)
- Schedule A:
- Update the estimated completion date. This number should be the maximum number of time based on our estimate when they sign the agreement, not when they get their estimate. (Page 9)
- Copy the Scope of work from the estimate
- Schedule B:
- Add the subtotal, admin fee (minus discounts) and total (Page 12)
- Choose 50/50 or 33/33/33, delete the unused one. (Page 12)
- Add Client info: name, email and phone (Page 12)
- Keep the WOC.
- Save document in Sales Proposals 2023 in the client folder
- Download it as a PDF and put it in the Sales Proposal folder
- Email Sarah a link to the Google Drive PDF
- Sarah will review
- Sign
- Send to the client to sign