1. Introduction

Welcome to our company. This Employee Handbook outlines the values, policies, and expectations that guide our work. By joining us, you agree to uphold our standards of professionalism, integrity, and respect.

This preview is an excerpt; the full handbook includes detailed policies and acknowledgments.

2. Code of Conduct

Our workplace thrives when each team member treats others with courtesy and professionalism. Discrimination, harassment, or unethical behavior will not be tolerated under any circumstances.

• Communicate respectfully and collaborate in good faith.
• Protect confidential information and client data.
• Disclose conflicts of interest promptly.

3. Attendance & Leave

Employees are expected to maintain regular attendance. Leave requests should be submitted in advance when possible, following the procedures outlined in the company leave policy.

See the full policy for eligibility, accrual, and holidays.

1. Purpose & Scope

This SOP standardizes Client Intake & Qualification from initial inquiry to project kickoff. It applies to Sales, Operations, and Compliance teams.

Version 1.2 • Owner: Ops Lead • Effective: 2025‑08‑01

• Objective: reduce cycle time and improve conversion quality.
• Success Metrics: time‑to‑proposal ≤ 48 hours; data completeness ≥ 95%.
• Related Docs: Intake Form (IF‑01), Pricing Matrix (PX‑03).

2. Roles & Responsibilities

• Sales (R): capture requirements, confirm decision makers, schedule discovery.
• Operations (R/A): validate scope, assign project lead, confirm timeline and delivery model.
• Compliance (C): verify terms, red‑flags, and retention requirements.
• Finance (I): confirm pricing tier and billing setup.

Escalation: Any risk or scope gap triggers an Ops review within 24 hours.

3. Procedure (High‑Level Steps)

1. Capture: Log lead in CRM; mark source and industry.
2. Qualify: Confirm goals, timeline, budget band, authority.
3. Discovery Call: Use template DC‑02; record risks and dependencies.
4. Scope Draft: Ops creates SoW outline; Compliance reviews must‑have clauses.
5. Proposal: Send within 48 hours; track open/accept in CRM.

Controls: mandatory fields in CRM, version control on SoW, documented approvals.

1. Parties & Term

This Vendor Agreement (the “Agreement”) is between Client Company (“Client”) and Vendor Name (“Vendor”). The initial term is twelve (12) months, auto‑renewing for successive one‑year periods unless either party provides 30 days’ notice.

Plain‑English recap: who’s involved, how long the deal lasts, and how to end it.

2. Scope, Service Levels & Fees

Vendor will provide the services described in Schedule A. Vendor agrees to meet the service levels in Schedule B with credit remedies for missed SLAs. Fees are outlined in Schedule C and invoiced monthly net‑30.

• Uptime target: 99.5% monthly.
• Response: P1 within 1 hour; P2 within 4 hours.
• Data handling: encryption in transit and at rest; least‑privilege access.

3. IP, Confidentiality & Termination

All Client data remains Client property. Vendor grants Client a perpetual, royalty‑free license to deliverables upon payment. Each party will protect Confidential Information and use it only for Agreement purposes.

Termination: Either party may terminate for material breach after a 15‑day cure period. Upon termination, Vendor will return or delete Client data within 30 days and provide a transition plan if requested.

Risk‑balanced language with clear off‑ramps and data protections.