New Client Onboarding List

Create ASANA project
Email Lyle to add client to Quickbooks and to Timely
Fill out CBS Internal Access Request Form
Send out a Brand Kickoff email
- Include whether it is an hourly or contract account which includes goal or cap hours
- Phases of work that are needed for the account (when work needs to start, what happens first, etc)
Assign the brand manager, web admin, and designer to the brand
Send out a kickoff in the project update in ASANA