Client On + Offboarding
Client Onboarding Form
Submit this for each new client (even if they're part of a group)
Make sure to let us know if they are pro-rated & for how long
Billing
They will be billed immediately during the onboarding process if not starting at the 1st of the month
Every subsequent month, they will be billed automatically
We use Stripe to run charges + manage cards + review invoices
They will need to pay by credit/debit card
Process
They will be sent a client agreement and CC form to sign (you receive it as well)
Billing will be set up in Stripe after having received the signed copy of the CC form and Agreement
We will update your billing spreadsheet to reflect the setup
Client Offboarding Form
Submit this for each client when you know they're leaving
Make sure to let us know ASAP for billing purposes
Part of the agreement states they give 30 days notice
Process
They will be sent a leaving ILC email regarding the cancellation of billing
Their recurring billing will be ended
We will update your billing spreadsheet to reflect the changes
Onboarding
Offboarding
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