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✓ Task added

BDR: BDR · Submitted: 2026-06-04

Services & Financial Terms

iSolved (HCM/Payroll)

BDR entered:

Employees on Contract: 422

Current Payroll/HCM System: ADP

Modules Sold / Interested In: Payroll, LMS, PPA

Admin — Financial Terms (private):

StrataHR Monthly Revenue ($)

BDR Commission ($)

Solvo (Nearshore Staffing)

BDR entered:

Seats Quoted: 3

Role Types: Call Center

Admin — Financial Terms (private):

StrataHR Monthly Revenue ($)

BDR Commission ($)

Admin Notes

Onboarding Checklist (uncheck tasks to exclude)

Phase 0 — Lead & Qualification

Lead qualified by BDR (BDR) HubSpot Company & Contact records created (BDR) BDR Handoff Summary written in HubSpot (BDR) Deal stage set to "Qualified — Founder Review" (BDR)

Phase 1 — Proposal & Close

Founder discovery call completed & logged (Founder) SOW drafted and sent (Founder) SOW signed and attached to HubSpot deal (Founder) Deal stage set to "Closed Won" (Founder)

Phase 2 — Internal Handoff

SP and Coordinator assigned (Founder) Internal kickoff briefing scheduled (Founder) Client welcome email sent (within 24 hrs) (Founder) Client kickoff call scheduled (within 5 business days) (Founder) Google Drive client folder created (Coordinator)

Phase 3 — Kickoff Preparation

SP reviewed all handoff notes and SOW (SP) Client research completed (website, LinkedIn, industry) (SP) Kickoff Call Guide prepared (SP) Clockify project created with service area tasks (Coordinator) Client Access Request form prepared (Coordinator) HubSpot onboarding checklist created (Coordinator)

Phase 4 — Kickoff Call

Kickoff call completed (SP) Kickoff recap email sent to client (same day) (SP) Call notes logged in HubSpot (SP) Week 1 priorities confirmed with client (SP) System access request sent to client (Coordinator)

Phase 5 — Infrastructure Setup

All system access credentials received and documented (Coordinator) Clockify project fully configured & time tracking active (SP) HubSpot deal record 100% populated (Coordinator) Client welcome packet sent (Coordinator) Standing weekly check-in scheduled (SP) Bi-weekly invoice schedule set up (Coordinator) First payroll cycle confirmed (if in scope) (SP)

Phase 6 — Service Deployment

Initial assessment completed for each service area (SP) First deliverables completed and delivered (SP) First weekly Clockify hour reconciliation done (SP) First weekly client check-in completed (SP) Any scope variance communicated to client (SP)

Phase 7 — 30-Day Stabilization Review

Internal 30-day review completed with Founder (SP + Founder) Client 30-day check-in call completed (SP) First Monthly Health Report delivered (SP) HubSpot deal stage updated to "Active — Ongoing" (SP) Client transitioned to active account status (Founder)

iSolved (HCM/Payroll) — Activation Tasks

Submit iSolved partner referral form (Coordinator) Coordinate intro call with iSolved implementation rep (Founder) Send client iSolved implementation timeline (Coordinator) Confirm account setup in iSolved partner portal (Coordinator) Confirm account activation and log in reports (Coordinator)

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