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:

  • Project Overview

  • Contact List

  • Meeting Notes

  • Client Onboarding - Form A*

  • Token Emission - Form B*

  • Tokenization - Form C*

  • Gantt Chat

* If applicable

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