19
New Client Account Checklist
SOP Number: YES00045
Effective Date: 4/11/2025
Revision Date: 4/11/2025
Owner: Sales
Review Frequency: {Quarterly}
Purpose
Briefly describe the purpose of this SOP. Explain why this procedure exists and what it aims to achieve.
Some SOPs will have this, some won’t. Will be listed as “Purpose” on old SOPs too.
Responsibilities
List the roles and their responsibilities for this procedure. Be specific about who is responsible for each part of the process.
Ex.
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Role 1: Recruiter
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Role 2: Account Manager
Definitions
Provide definitions for any terms or acronyms used in this SOP that may not be commonly understood.
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Client Name: |
Sales Rep: |
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Task |
Completed |
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Prospect / Lead |
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Create customer profile in Salesforce as a Prospect |
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Discovery Meeting (Update in SalesForce, Follow funnel stages) |
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If opportunity discovered > Create a NEW opportunity in Salesforce |
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Request WC Code Provide Company name, Address, Job type & duties - Email |
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Price the opportunity using the GM Calc > Upload copy to Salesforce prospect file |
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Business Entity Search > Must be in Business for >2 years- add screenshot to SalesForce > https://businessregistration.utah.gov/EntitySearch/OnlineEntitySearch |
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Review opportunity with Operations team / collaborate on putting together a recruiting plan |
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Follow up email to prospect highlighting key points and with attached proposal |
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Send Shock & Awe Package within 48 hours after Discovery Meeting |
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Schedule a time to review and discuss Proposal with Prospect |
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Complete Worksite Evaluation checklist - Submit to Sales Manager for review > Once Approved upload to Salesforce |
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Send over Client Agreement for signature through Hellosign / SalesForce |
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If Prospect goes cold- Visit in person 1 week later |
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Upload Agreement into Yes Shared customer tab > Review to ensure its fully executed |
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Upload all documents to SalesForce/Yes Shared (GM Calc, Proposal, Agreement, WSE, Payroll intake form) |
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Fill out the Payroll intake form - Email to Ops, Payroll & upload into ATS & SalesForce |
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Client Hand off Process (Follow the SOP) |
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Schedule meeting with operations & the New Client for an in-person tour |
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Send Account Activation Notice email to Client, Branch & Payroll |
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Complete the Job order intake form & email over to operations |
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Follow up call with customer and branch to ensure they have everything they need & expectations are clear |
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Update Avionte - Complete Full Client Profile in Avionte to ensure they are ready to service |
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Add new client info to New Client shared Spreadsheet shared by the Sales Manager |
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Complete Saleforce account with all information (Closed WON) |
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Monitor account and maintain communication |
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Send a thank you card and or Gift to the new client |
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Touch base with operations & Client after week 1 |
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Touch base with operations & Client after week 2 |
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Touch base with operations & Client after month 1 |
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Guidelines and Best Practices {OPTIONAL}
Offer any additional guidelines, tips, or best practices to help with successful execution of this SOP.
Approval and Revision History
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Version |
Date |
Approved By |
Changes Made |
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1.0 |
4/11/2025 |
IT , ML |
Initial Creation |
Contact Information
For questions or support related to this SOP, contact:
Role/Department: Sales
Email: [email protected]
Extension: 918
