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Creating a consulting agreement (#5273)
DocuSign steps for consulting agreement
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@ -287,6 +287,12 @@ Once the agreement is sent, add a new row to the [advisory board spreadsheet](ht
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When the agreement is completed, make sure it is in the correct Google Drive folder, and ask the new
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advisor to add us on [Linkedin](https://www.linkedin.com/company/71111416), [Crunchbase](https://www.crunchbase.com/organization/fleet-device-management) and [Angellist](https://angel.co/company/fleetdm).
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## Onboarding a new consultant
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Consultant agreements are sent through [Docusign](https://www.docusign.com/), using the "Consulting Agreement" template. To send a new consulting agreement, you'll need the new consultant's name, the term of the service, a summary of the services provided and the consultant's fee.
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Then hit send! After all signatures are there, it will automatically be uploaded to the appropriate Google Drive folder by our automation, and a Slack message will appear in the `#g-people` channel.
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## Zapier and DocuSign
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We use Zapier to automate how completed DocuSign envelopes are formatted and stored. This process ensures we store signed documents in the correct folder and that filenames are formatted consistently.
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