A new client, signed

Invoices, people and a kickoff.

The Accountant drafts the invoices for a new contract, while the HR Admin checks who is around and the Office Manager books the kickoff.

In

Lirie posts in Slack #leadership at 16:00: ‘We signed Nordlicht: 3 month build from 1 December, €89k’.

Out

Done

Three invoice drafts, a note on who is away in December, and the kickoff booked in Room 3.

What it does

Each role does its part from one message.

01The Accountant drafts three monthly invoices of €29,666.67, net 30
02The Accountant suggests asking for the first one up front, given their payment history
03The HR Admin finds Leart and Dion away for a week each, so December has 3.5 people
04The Office Manager books the kickoff in Room 3 on 1 December at 10:00
05The Office Manager has hotel options ready for their team of three

When it asks you first

Some calls stay with people.

Invoices stay as drafts until someone approves them.
Asking for payment up front is a suggestion, not a decision.
Hotels are options, not bookings.

What you see

Lirie sees the invoices, the team for December and the kickoff in one thread. Every action is logged and can be undone.

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