I have a first client requirement is to build a custom software or management system for them
I have got e sign document which has two things:
1)Non disclosure agreement
2) Scope ,Budget ,and timeline, payment plan, mutually agreed upon.
Recently just bought Salesforce CRM, and I have to schedule a requirement gathering call with the client's time.
As soon as it's done, I send a contract to sign
Using Fathom AI and Notion Ai for better note taking.
What else do I need or should have to onboard? Should I include payment upfront parallel to signing contract?
Need guidance on smooth onboarding first client on paper!