https://www.canva.com/design/DAFzlc8sYGU/L1gCOwdBaAv3bu_3FFSBag/edit?utm_content=DAFzlc8sYGU&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton

Contractor Onboarding Process🚀 1️⃣ Initial Interest: Contractors visit the Bear Claw Land Services webpage dedicated to contractors. 2️⃣ Submission of Interest: Contractors fill out the embedded form on the website to express their interest in collaboration. 3️⃣ Zap Automation Triggered: Form submission triggers a Zapier Automation. Contractors receive an onboarding email containing: Instructions to proceed in the onboarding process as well as links to: Master Service Agreement (MSA) & a Google Form to upload insurance documents. Bear Claw Land Services team receives an email notification to initiate Gusto (payroll) onboarding manually. 4️⃣ Completion of Requirements: Contractors complete the following: E-sign the MSA. Upload required insurance documents via the provided Google Form. Set up their Gusto account and complete the W9 requested in Gusto onboarding process. 5️⃣ Finalization: Once the contractor has: E-signed the MSA, Uploaded necessary insurance documents, and Completed their Gusto account setup and W9 submission, they are considered successfully onboarded and ready to engage. Additional Information: ➡️ Progress Tracking: The Bear Claw Land Services team monitors the progress of each step to ensure completion. ➡️ Assistance and Support: Contractors can reach out to admin team for assistance if they encounter any difficulties during the onboarding process. ➡️ Completion Confirmation: Upon fulfillment of all requirements, contractors will receive confirmation of successful onboarding. ➡️ Ongoing Engagement: Successfully onboarded contractors can immediately engage in projects and services as required. Related Resources - Contractor Welcome Email - Master Service Agreement (see below) - Gusto - Google Form - Documents Needed: W-9, MSA, General Liability, Automobile Insurance Worker’s Comp Insurance OR Declaration of Independent Contractor Status

Quick Resource Share: Here's a copy of an example master service agreement that you may use when working with contractors as well as a work order.

ya'll welcome @Jake Pavelle to the group! he just bought Colorado Power Wash and is about to blast off 🚀🚀 already working a commercial account with Sherwin Williams 👍

If you're not using automations in your business, you have a MASSIVE opportunity to save yourself and your team time from performing repetitive and oftentimes monotonous tasks through leveraging an automation platform like Zapier. If you're not already using this, good news - @Austin Gray made a video with you in mind walking you though the EXACT steps to start leveraging this tool in your business today. You can find it by navigating to: Classroom ➡️ Sales ➡️ Software Tools for Sales ➡️ Zapier Enjoy!