Client Project Sheet
The Google sheet that is used for the collection of client & project relevant information (checklist).
Your Cashlink Project Manager will share it with your team as soon as a contractual relationship with Cashlink is in place.
Content of the Client Project Sheet:
- Contact List
- Meeting Notes
- Client Onboarding - Form A*
- Token Emission - Form B*
- Tokenization - Form C*
- Gantt Chat
* If applicable
Screenshot of the Client Project Sheet
Last modified 1yr ago