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Service Order Cooach
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ul
Wholesale Registration
Service Order Cooach
Cooach account manager
Step
1
of
20
5%
General Information
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
Add
Remove
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 and 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
Products
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)
Company Administration and Shareholders Services (services, head)
Company Administration & Shareholders Services
Company Administration and 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
Marketeer on Demand
CMO on Demand
Customer Experience Insight (services, head)
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
Hidden
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
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?
*
Add
Remove
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
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
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?
*
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
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
CFO On Demand
Estimated CFO time requirement as a percentage of a full-time position
Additional information
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
*
Add
Remove
Does the company have a collective agreement?
*
Yes
No
Which agreement?
*
Is it a local agreement?
*
Yes
No
HR Advisory
Contact information (client)
*
Full Name
Email
Needs Assessment
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
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
Stock Option Program
Contact information (client)
*
Full Name
Email
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
Add
Remove
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
Add
Remove
In which language(s) should the AGM documents (call, proxy form, possibly postal voting form) be drawn up?
*
Swedish
English
Additional information
Legal Advisory
Contact information (client)
*
Full Name
Email
Needs Assessment
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
*
Customer Experience Insights
Contact information (client)
*
Full Name
Email
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
What license/plan is the client currently on?
*
Google Workspace Business Starter
Google Workspace Business Standard
Is Google Domains the email host provider?
*
Yes
No
Please specify email host provider
*
What applications/programs does the client apply on a regular basis?
*
Hidden
Users & Permissions
Role can be one of the following three: Management, Employee, Contractor.
Full Name
Role
Business Email
Add
Remove
Which user(s) should have access to Cooach Toolbox
Full Name
Email
Add
Remove
Additional information
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
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
Client’s Email Adress
*
Δ
