📋 Invoice → Planned Onboarding SOP

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Purpose: This SOP documents the end-to-end operational process from invoice confirmation through planned onboarding and sourcing readiness. Follow each phase sequentially to ensure all steps, owners, handoffs, and system updates are completed correctly.

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👥 Roles & Responsibilities

Role	Primary Responsibilities
Chris & Jasmine	Client communication, SFDC updates
Operations	Deck creation, onboarding materials, calibration & alignment slides
Resarch (Julie)	Research, documentation, messaging, coordination
Directors	Client communication, kickoff, calibration, alignment approval
India Sourcing Team	SLP setup, Boolean search, candidate sourcing
Recruiter	Candidate review, outreach, scheduling, feedback loop

🖥️ Systems Used

SFDC – Opportunity tracking & status updates, and reports for pulling credentials for pitch deck
STURO – Proprietary Rivi platform for Sourcing, Coordination with Client, Candidate messaging & scheduling
Slack + Email – Internal coordination
Powerpoint
Logo Intern - quick layouts for company logos
Notion - Database for recording weekly update from Directors

Phase 1 — Pre-Sales Setup (Deck + Client Pitch)

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Start Condition: Invoice confirmed and shared by Sales

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Sequential Steps

1. Sales (Chris) gathers the basics:

Invoice confirmation
Meeting link + notes and/or transcript