RTFS — client onboarding

Which Microsoft 365 package does RTFS currently use?

For each item below, indicate whether access has been arranged or whether you need our assistance.

List everyone who plays a role — from receiving a lead through to issuing the invoice. Tick all the stages each person is involved in.

Walk us through 3 real past engagements — every step and every tool used, from the moment the lead came in to receiving payment. If one was particularly complex, include it as a fourth example.

Think of a typical engagement. How many times do you communicate with the client in total — and through which channels?

We need a 2-hour session at your offices to interview your team, walk through your processes, and work through any onboarding queries. Please provide 3–4 options in the week ahead.

Please attach 3 recent fee proposals or quotes that resulted in signed engagements. You can attach them one at a time.