Client Discovery Form
When onboarding new clients we have a ready-made discovery form which we require from every new client in order to setup and configure their instance of Aedon.Accounting. This also assists us in assessing their business, updating our CRM and preparing for any client workshops to give us a better picture of the customer as a whole.
A copy of this spreadsheet is provided as a file attached to this article.
| CLIENT DISCOVERY FORM | ||||
| Client | ? | Date | ? | |
| Nature of Business | ? | Tax Legislation | ? | |
| Turnover | ? | Base Currency | ? | |
| No of Companies | ? | Export Countries | ? | |
| Year End | ||||
| No of Employees | ? | No of Exec Team (For Reports) | ? | |
| No of Finance Staff | ? | No of It Staff | ? | |
| No of Sales Invoices/Mnth | ? | No of Customers | ? | |
| No of Purchase Invoices/Mnth | ? | No of Suppliers | ? | |
| No of Bank Accounts | ? | No of Credit Cards | ? | |
| No of Open Invoices At M/E | No of Open Purchases Invoices At M/E | |||
| Current It Systems | ||||
| Finance | ? | CRM | ? | |
| Budgeting | ? | Case Management | ? | |
| Payroll | ? | Supply Chain | ? | |
| Expenses | ? | Specialist Integrations | ? | |
| Time Recording | ? | |||
| Project Information | ||||
| Project Start Date | ? | Project Manager | ? | |
| Go Live Date | ? | Executive Sponsor | ? | |
| Reasons For Wanting To Change Finance System | ||||
| Information subject to Aedon.Co Limited Privacy Policy available on www.aedon.co | ||||
More articles
Still need assistance with Aedon.Accounting?
