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Service Order Client
Service Order Cooach
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Wholesale Registration
Service Order Client
Service Order Client
Step
1
of
22
4%
Hidden
Email
Hidden
Account Manager Email
General Information
General information about the client.
Contact information account manager
Full Name
Email
Client status
New Client
Existing Client
Company
Is this a subsidiary?
Yes
No
Parent Company Name
Parent Company Name
Company Name
Company Name
Organisation Number
Organisation Number
Company Address
Street Address
City
ZIP / Postal Code
Is the company/companies listed on the stock market?
Yes
No
Which market?
Spotlight Stock Market
Nordic Growth Market
Nasdaq First North
Other
Please specify
Hidden
Is there a parental company with subsidiaries?
Yes
No
Subsidiaries
Subsidiary Company Name
Subsidiary Organisation Number
These will be handled in separate service orders.
Additional information
Contact information CEO
Full Name
Email
Number of Employees
0
1-5
6-10
11-15
16-25
26+
Number of Contractors
0
1-5
6-10
11-15
16-25
26+
Services to be Delivered
Subscription
Hidden
Subscription
Subscription Go
Subscription Business
Subscription Premium
Which kind of expertise advisory is of interest to you?
Hidden
HR Advisory
HR
Hidden
Additional information
Hidden
Finance Advisory
Finance
Hidden
Additional information
Hidden
Company Administration & Shareholders Services Advisory
Company Administration & Shareholders Services
Hidden
Additional information
Hidden
Marketing Advisory
Marketing
Hidden
Additional information
Hidden
Customer Insights Advisory
Customer Insights
Hidden
Additional information
Hidden
Digitalization Advisory
Digitalization
Hidden
Please specify
Automated onboarding/Employment contract
Adjustments of templates/Toolbox
Other
Hidden
Specify other
Hidden
Cooach Toolbox (services, head)
Cooach Toolbox
Hidden
Cooach Toolbox (choices)
Cooach Workplace® incl. Toolbox® GO
Cooach Workplace® incl. Toolbox® Business
Cooach Workplace® incl. Toolbox® Premium
Finance (services, head)
Finance Services
Finance (choices)
Subscription Finance
Accounting
Closing
Group Consolidation
Annual Reporting
Financial Reporting
CFO On Demand
HR (services, head)
HR Services
HR (choices)
Subscription HR
Payroll Services
HR Advisory
Voice of Employee (VoE)
Hidden
Company Administration & Shareholders Services (services, head)
Company Administration & Shareholders Services
One Heck
Company Administration & Shareholders Services
Company Administration & Shareholders Services (choices)
Subscription Company Administration
Data Room
Share Register Services
Stock Option Program
Annual General Meeting
Legal Advisory
Marketing (services, head)
Marketing Services
Marketing (choices)
Subscription Marketing
Marketing as a Service
CMO on Demand
Marketeer on Demand
Hidden
Customer Insights (services, head)
Customer Insights
Heck
Customer Experience Insights
Customer Insights (choices)
Subscription Customer Experience Insight
Voice of Customer (VoC)
Digital Workplace (services, head)
Digital Workplace
Cooach Toolbox (choices)
Cooach Workplace® incl. Toolbox® Business
Cooach Workplace® incl. Toolbox® Premium
Digital Workplace (choices)
Cooach Workplace® incl. Slack
Cooach Workplace® incl. Google Workspace
Cooach Workplace® incl. Slack and Google Workspace
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Workplace Products
Cooach Workplace® incl. Slack
Cooach Workplace® incl. Google Workspace
Cooach Workplace® incl. Slack and Google Workspace
Office Services (services, head)
Office Services
Office Services (choices)
Quick Office Fuengirola
Workation
Is this accurate?
Is this accurate?
*
Yes
No
What needs to be corrected:
*
Accounting
Contact information (client)
Full Name
Email
Who is doing the client's accounting today?
Client
External Firm
Current Accountant: Company Name
Contact information current accountant
Full Name
Email
What accounting system/program is the client using today?
Fortnox
Visma
Other
Please specify
What additional payment services does the client apply?
Apple
Google
Klarna
Skrill
Shopify
Stripe
Web Balance
Wise
Other
Please specify
Which bank/banks does the client use?
Is Cooach to have bank account access?
Yes
No
Who is to do the final signing?
Full Name
Email
Who will manage supplier invoices forward?
Client
Cooach
Who is currently in charge of paying supplier invoices?
Company
Full Name
Email
Additional information
Is this accurate?
Is this accurate?
*
Yes
No
What needs to be corrected:
*
Accounting continuation
Fortnox information:
*
Subscription Number/Client Number
Full Name System Admin
Email System Admin
Tick off what applies to your company:
Anläggningsregister
Lager
Kundfakturor
Kvitto & Resa
Leverantörsfakturaattest
How would you rate the management's knowledge of Fortnox?
*
0 - Never used
1 - Basic knowledge
2 - Average knowledge
3 - Advanced knowledge
4 - Expert knowledge
Who is currently in charge of paying supplier invoices?
*
Company
Full Name
Email
Do you have periodic compilations for services?
*
Yes
No
Do you have periodic compilations for goods?
*
Yes
No
Do you have salary?
*
Yes
No
Is your company VAT-liable?
*
Yes
No
Does your company want to apply for a deferral of payment?
*
Yes
No
What kind of reports does the company have?
*
Monthly reports
Annul reports
Other
Does the company have quarterly or monthly VAT?
*
Quarterly VAT
Monthly VAT
Do you have costs within the EU?
*
Yes
No
Do you have accruals?
*
Yes
No
Do you have depreciation?
*
Yes
No
Closing
Contact information (client)
Full Name
Email
Reconciliation, closing, of the financial statements every:
Month
Quarter
Half-Year
Year
How would you like to receive the monthly financial statements
Excel
Powerpoint
PDF
Other
Please specify
Do you want additional information regarding the reconciled accounts in addition to the income statement and balance sheet?
Yes
No
What further follow-ups are desired?
Cash Flow Analysis
KPI
Other
How will Cooach get access to the additional KPI if activity-based
Please specify
Desired working day for reporting of financial statements
Is this accurate?
Is this accurate?
Yes
No
What needs to be corrected:
Group Consolidation
Contact information (client)
Full Name
Email
How will the financial accounts be provided?
Fortnox
Other
Please specify
Which regulations does the main parent company apply?
K3
IFRS
Does the group have foreign companies?
Yes
No
Which GAAP is applicable on the foreign company/companies?
Is this accurate?
Is this accurate?
*
Yes
No
What needs to be corrected:
*
Annual Reporting
Contact information (client)
Full Name
Email
Which regulation does the company follow?
K2
K3
IFRS
Estimate when the publication of the annual report will take place
YYYY dash MM dash DD
Will the annual report also consist of a sustainability report?
Yes
No
How will the report be presented?
Part of the management reporting
Separate report
Is this accurate?
Is this accurate?
*
Yes
No
What needs to be corrected:
*
Financial Reporting
Contact information (client)
Full Name
Email
Which reports are applicable for the company?
Quarterly
Semi-annual
Estimate when publication of the report will take place
Q1
Q2
Q3
Q4
Please specify the date
YYYY dash MM dash DD
Estimate when publication of the report will take place
First half
Second half
Please specify the date
YYYY dash MM dash DD
Is this accurate?
Is this accurate?
*
Yes
No
What needs to be corrected:
*
CFO On Demand
Estimated CFO time requirement as a percentage of a full-time position
Additional information
Is this accurate?
Is this accurate?
*
Yes
No
What needs to be corrected:
*
Payroll Services
Contact information (client)
Full Name
Email
Who is doing the client's payroll today?
Client
External Firm
Current Payroll Administrator: Company Name
Contact information current payroll administrator
Full Name
Email
Where is the staff employed?
Sweden
Sweden & Other Countries
Specify Country/Countries
Does the company have a collective agreement?
Yes
No
Which agreement?
Is it a local agreement?
Yes
No
Is this accurate?
Is this accurate?
*
Yes
No
What needs to be corrected:
*
Hidden
Payroll Services continuation
Do you apply any overtime compensation?
*
Yes
No
Please specify
*
Do you apply a probationary period?
*
Yes
No
Please specify
*
Is there an Employee handbook?
*
Yes
No
Please upload the handbook
Max. file size: 200 MB.
Is there a need for scheduling?
*
Yes
No
Vacation Year
*
Earning year same as vacation year
Earning year before vacation year
Vacation Period
*
April to March
January to December
Does advance holiday apply?
*
Yes
No
How many days?
*
Does the employee have to pay back holiday debt if the person leaves within a year?
*
Yes
No
Do you have insurance for employees?
*
Yes
No
Does the staff have occupational pensions?
*
Yes
No
Additional Occupational Pensions
*
Sjukförsäkring
TGL (tjänstegruppliv)
Arbetsskada
Other
Do not know
Please specify
*
If you have any added insurances, please tick the box(s)
Sjukförsäkring
Sjukförsäkring
Please specify which insurance company
*
TGL (tjänstegruppliv)
TGL (tjänstegruppliv)
Please specify which insurance company
*
Arbetsskada
Arbetsskada
Please specify which insurance company
*
Försäkring Other
Other
Please specify which insurance company
*
Please specify
*
Salary Exchange
*
Yes
No
Please specify administrating company
*
Are health benefits/allowances applied?
*
Yes
No
Please specify terms & conditions
*
What type of expenditure is approved?
*
Office supplies (e.g coffee etc)
Consumables (e.g. ink cartridge)
Marketing
Representation, external
Representation, internal
Travel Expenses
Software
Accomodation
Other
Please specify
*
Is there a company policy for travel and expenses?
*
Yes
No
Please specify
*
Please upload the policy document for travel and expenses
Max. file size: 200 MB.
Is travel compensation paid for transport with your own vehicle?
*
Yes
No
Please specify
*
Standard allowance from the tax agency
Other amount
Please specify
*
Who certifies salary reports?
*
Full Name
Email
Who certifies temporary leave applications and expenditure reports?
*
Full Name
Email
Who is first attestant?
*
Full Name
Email
Who is second attestant?
*
Full Name
Email
Is salary payment made on the 25th of each month?
*
Yes
No
Please specify
*
When are the full employed employee's salaries payed?
*
The same month they perform their hours
The month after they perform their hours
Do you currently get reduced employer’s contribution for any employees for FoU projects, who carry out FoU projects (systematic and qualified research or development work)?
Yes
No
Please state full name for all employees rendering reduced employer’s contribution
Add
Remove
Does your company have Kivra for payslips?
*
Yes
No
Would you like to integrate the payroll process with payment to suppliers?
*
Yes
No
HR Advisory
Contact information (client)
Full Name
Email
Needs Assessment
Is this accurate?
Is this accurate?
*
Yes
No
What needs to be corrected:
*
Are you happy with the current employee agreement you are using?
*
Yes
No
Please specify
*
Please attach the employment agreement template(s) that you are currently using.
Max. file size: 200 MB.
Hidden
Would you like notifications from the employee agreement to be submitted as:
Slack notifications
Email notifications
Both Slack and email notifications
Hidden
Are you to use the service where the employees fill in, via a link, their personal information to the employment agreements?
Yes
No
Data Room
Contact information (client)
Full Name
Email
Is there a data room today?
Yes
No
On which platform?
Where are the documents to be included in the data room currently stored?
If the documents are not currently available digitally, do you need help scanning the documents?
Yes
No
On which platform do you prefer the data room to be located?
Dropbox
Google
Teams
Other
Please specify
Is there a strict deadline for the project? (data room)
Yes
No
Date
YYYY dash MM dash DD
Is this accurate?
Is this accurate?
*
Yes
No
What needs to be corrected:
*
Who should have access to this the new data room?
*
Full Name
Email
Add
Remove
Specify where all documents and agreements are located now:
*
Which digitally signed agreements are to be stored in the Data room?
*
All agreements
Some agreements only
Please specify
*
Share Register Services
Contact information (client)
Full Name
Email
Where is the client's share register stored now?
In what format is the client's share registered now?
Excel/Google Sheet
Word/Google Docs
Other
Please specify
Does the share register consist of:
One document only
Several documents
Is there a strict deadline for the project? (share register services)
Yes
No
Date
YYYY dash MM dash DD
Is this accurate?
Is this accurate?
*
Yes
No
What needs to be corrected:
*
Who should have access to this service?
*
Full Name
Email
Add
Remove
Please upload your share register
Max. file size: 200 MB.
Stock Option Program
Contact information (client)
Full Name
Email
Is this accurate?
Is this accurate?
*
Yes
No
What needs to be corrected:
*
AGM
Contact information (client)
Full Name
Email
Date of the Annual General Meeting
YYYY dash MM dash DD
How should the Annual General Meeting be held
Fit physically in place
Postal voting meeting
Vote physically on site and with the possibility of postal voting
Address for the Annual General Meeting
Street Address
City
ZIP / Postal Code
Information for registration to the Annual General Meeting
Information for registration to the Annual General Meeting
Email
Phone
Information for registration to the Annual General Meeting: Mailing Adress
Street Address
City
ZIP / Postal Code
Board Election
Change
Reelection
Chairman of the Board
Full Name
Email
Board Members
Full Name
Email
Auditing Firm
Change
Reelection
Auditing Firm: Company Name
Chief Accountant
Full Name
Email
Fees for board members (in SEK)
Fee for the accountant (in SEK)
Fee for the chairman of the board (in SEK)
Matters to be dealt with at the annual general meeting for the item “other matters”
Amendment of articles of association
Authorization for the board to decide on a new issue
Decision on incentive programs
Others
Please specify
Chairman of the Annual General Meeting
Full Name
Email
One or two adjusters at the Annual General Meeting
Full Name
Email
In which language(s) should the AGM documents (call, proxy form, possibly postal voting form) be drawn up?
Swedish
English
Other information or request from the client
Is this accurate?
Is this accurate?
*
Yes
No
What needs to be corrected:
*
Legal Advisory
Contact information (client)
Full Name
Email
Needs Assessment
Is this accurate?
Is this accurate?
*
Yes
No
What needs to be corrected:
*
Contact information (client)
Full Name
Email
Marketing as a Service
Hidden
Which marketing automation tool(s) are applied?
CRM System
Email System
Web Platform
Web Analytics
Dashboards
Social Media Monitoring & Posting
Customer Service & Support
Other Tools
CRM System
CRM System
Specify: CRM System
Email System
Email System
Specify: Email System
Web Platform
Web Platform
Specify: Web Platform
Web Analytics
Web Analytics
Specify: Web Analytics
Dashboards
Dashboards
Specify: Dashboards
Social Media Monitoring & Posting
Social Media Monitoring & Posting
Specify: Social Media Monitoring & Posting
Customer Service & Support
Customer Service & Support
Specify: Customer Service & Support
Other Tools
Other Tools
Specify: Other Tools
CMO on Demand
Please specify
Hidden
CMO on Demand: Please specify
Marketeer On Demand
Please specify
Is this accurate?
Is this accurate?
*
Yes
No
What needs to be corrected:
*
Customer Experience Insights
Contact information (client)
Full Name
Email
Is this accurate?
Is this accurate?
*
Yes
No
What needs to be corrected:
*
Digital Workplace
Cooach Workplace® incl. Slack
Cooach Workplace® incl. Google Workspace
Cooach Workplace® incl. Slack and Google Workspace
Contact information (client)
Full Name
Email
Is the client currently using Slack?
Yes
No
Which Slack license does the client have?
Slack Free Plan
Slack Pro
Slack Business+
Which office software is applied by the client?
Google Workspace
MS Office 365
Other
Is Google Domains the email host provider?
Yes
No
Please specify email host provider
What license/plan is the client currently on?
Google Workspace Business Starter
Google Workspace Business Standard
What applications/programs does the client apply on a regular basis?
Do you want a Slack workspace of your own to promote internal and exernal communications/collaboration with others then Cooach?
*
Yes
No
I do not know, let us discuss this further
Users & Roles
Role can be one of the following three: Management, Employee, Contractor.
Full Name
Role
Business Email
Add
Remove
Alternatively please upload a spreadsheet with users & roles
Max. file size: 200 MB.
Full Name - Role - Business Email
Which user(s) should have access to Cooach Toolbox
Full Name
Email
Additional information
Is this accurate?
Hidden
Is this accurate?
*
Yes
No
You can add and remove users from Users & Permissions. If anything else needs to be corrected please let us know in the field below.
What needs to be corrected:
*
Please invite cooachadmin@cooach.se with full member permission to your Slack workspace
Yes, invitation has been sent
Hidden
State name of email domain host provider and provide the log in credentials
Name Domain Host
Username
Password
Hidden
Please provide the following information for each user of the digital workplace:
Full Name
Business Email
Alternative Email/Private Email (password resetting)
Add
Remove
Please attach company SaaS logos
Accepted file types: jpg, png, Max. file size: 200 MB.
Kindly submit an image in either JPG or PNG format. It is preferred that the image has a minimum resolution of 132x132 pixels.
Hidden
Do you have any concerns that you would like to share with the digital support team?
Yes
No
Hidden
Please Specify
Quick Office Fuengirola
Contact information (client)
Full Name
Email
Number of Seats
Request for conference room
Yes
No
Please specify
First Day
YYYY dash MM dash DD
Last Day
YYYY dash MM dash DD
Additional information
Is this accurate?
Is this accurate?
*
Yes
No
What needs to be corrected:
*
Workation
Contact information (client)
Full Name
Email
Number of Participants
1 - 5
6 - 10
11 - 15
16 - 25
26+
Request for conference room
Yes
No
Please specify
Request for team building activities
Yes
No
Please specify
Day of Arrival
YYYY dash MM dash DD
Day of Departure
YYYY dash MM dash DD
Additional information
Is this accurate?
Is this accurate?
*
Yes
No
What needs to be corrected:
*
Submit Service Order
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