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Meridian7 Wiki

Processes

This page documents our standard operating procedures (SOPs) for common tasks.

Client Onboarding

Section titled “Client Onboarding”

Client onboarding uses Google Workspace and Stripe. Client files and project assets are stored in the Clients shared drive.

New Client Checklist

Section titled “New Client Checklist”

  1. Create client in Attio

    • Add company and contact details
    • This automatically creates a Stripe customer via our integrations

  2. Execute contracts in Google Drive

    • Copy contract templates from Business > Client Contracts > Templates
    • Fill in client-specific details
    • Send for eSignature via Google Docs
    • Save signed contracts to Business > Client Contracts > Clients > [Client Name]

  3. Set up client folder

    • Copy the Template folder from Clients shared drive
    • Rename to client name
    • Structure: Project Overview, Deliverables, Working Documents, Meeting Notes, Resources

  4. Set up billing in Stripe

    • Create invoices directly in Stripe
    • Invoice numbers are auto-generated
    • Link to Attio record for tracking

  5. Schedule kickoff

    • Book kickoff call via calendar
    • Add notes to client folder

Project Management

Section titled “Project Management”

Weekly Review

Section titled “Weekly Review”
  • Review active projects
  • Update task status and priorities
  • Check upcoming deadlines
  • Prepare client updates

Project Closeout

Section titled “Project Closeout”
  1. Deliver final deliverables to client folder
  2. Send final invoice through Stripe
  3. Request testimonial/case study (if appropriate)
  4. Archive project folder in Clients drive
  5. Update Attio status to “Completed”

Email Management

Section titled “Email Management”

Response Times

Section titled “Response Times”
PriorityResponse Time
Urgent (client emergency)Within 2 hours
Normal (client request)Within 24 hours
Low (general inquiry)Within 48 hours

Email Organization

Section titled “Email Organization”

Use Gmail labels:

  • Clients/[Client Name] - Client correspondence
  • Admin - Administrative emails
  • Finance - Invoices, payments, banking

Meeting Reminders

Section titled “Meeting Reminders”

Before the Meeting

Section titled “Before the Meeting”
  • Review relevant context and notes
  • Start Granola recording (client calls)
  • Have agenda ready

During the Meeting

Section titled “During the Meeting”
  • Let Granola capture the conversation
  • Note any action items as they come up
  • Confirm next steps before ending

After the Meeting

Section titled “After the Meeting”
  • Review Granola transcript and notes
  • Send follow-up email with action items
  • Update tasks in the project tracker
  • Log key details in Attio if relevant
  • Save meeting notes to client folder

Document Management

Section titled “Document Management”

Shared Drives Structure

Section titled “Shared Drives Structure”
Google Shared Drives
├── Assets
│   ├── Case Studies
│   ├── Service Offerings
│   └── Whitepapers
├── Business
│   ├── Client Contracts (templates + signed)
│   ├── Insurance
│   ├── Legal (formation docs)
│   ├── Private
│   └── Taxes
├── Clients
│   └── [Client Name]
│       ├── 1 - Project Overview
│       ├── 2 - Deliverables
│       ├── 3 - Working Documents
│       ├── 4 - Meeting Notes
│       └── 5 - Resources
└── Marketing
    ├── Branding (Figma files)
    ├── Email Signatures
    ├── Logos (png, svg, favicons)
    ├── Marketing Photos
    └── Social Media

Naming Conventions

Section titled “Naming Conventions”
  • Contracts: [Client]_[DocType]_[Date].pdf
    • Example: AcmeCorp_MSA_2026-01-15.pdf
  • Invoices: INV-[Number]_[Client]_[Date].pdf
    • Example: INV-001_AcmeCorp_2026-01-31.pdf

More SOPs

Section titled “More SOPs”

This section will expand as we document more processes.

  • Vendor onboarding
  • Monthly close procedures