The before-kickoff forms
An index of invented customers whose deals we’ve won, each with the forms they get before kickoff: a project form for the sponsor, a form per agent, and one for IT. Every company, person and answer here is made up, so the forms can be built and tried before a real client gets theirs.
Thornbury Grounds6 forms · kickoff Mon Nov 30 at 10:00 AM · due Fri Nov 27 · Teodor sends them
Your project Drafted
For Dorian, cfo · 12 of 21 filled in · 6 parts
Cash application Drafted
For Tamsin, ar lead · 7 of 13 filled in · 5 parts
Invoice routing Drafted
For Bram, ap lead · 5 of 11 filled in · 4 parts
Inbox triage Drafted
For Mireille, controller · 5 of 9 filled in · 5 parts
Ops scorecard Drafted
For Lennox, vp of operations · 5 of 9 filled in · 5 parts
IT Waiting on the sponsor to name IT
For the IT contact, not named yet · 1 of 9 filled in · 3 parts
Haverlund Food Distributors5 forms · kickoff Mon Nov 23 at 10:00 AM · due Fri Nov 20 · Priya sends them
Your project Drafted
For Ingrid, controller · 9 of 21 filled in · 6 parts
Invoice matching Drafted
For Marit, ap lead · 6 of 12 filled in · 5 parts
Collections follow-up Drafted
For Ewart, ar lead · 5 of 10 filled in · 5 parts
Cash application Drafted
For Ewart, ar lead · 6 of 12 filled in · 5 parts
IT Waiting on the sponsor to name IT
For the IT contact, not named yet · 2 of 10 filled in · 3 parts
Barrowfield Couriers4 forms · kickoff Thu Nov 12 at 10:00 AM · due Mon Nov 9 · Priya sends them
Your project Sent Thu Nov 5
For Cal, customer service manager · 7 of 16 filled in · 6 parts
Ticket triage and refunds Sent Thu Nov 5
For Cal, customer service manager · 5 of 9 filled in · 5 parts
Collections follow-up Sent Thu Nov 5
For Noor, bookkeeper · 5 of 7 filled in · 5 parts
IT Sent Fri Nov 6
For Ravi, it admin · 1 of 7 filled in · 3 parts
Mossgiel Mechanical4 forms · kickoff Tue Nov 17 at 1:00 PM · due Fri Nov 13 · Priya sends them
Your project Drafted
For Joelle, office manager · 7 of 15 filled in · 6 parts
Collections follow-up Drafted
For Joelle, office manager · 6 of 8 filled in · 5 parts
Invoice matching Drafted
For Joelle, office manager · 5 of 10 filled in · 5 parts
IT Waiting on the sponsor to name IT
For the IT contact, not named yet · 1 of 7 filled in · 3 parts