Vendor onboarding
Vendor onboarding answers a business buyer’s supplier checks: tax form, certificate of insurance, security questionnaire, and data processing terms.
Outcome
| Part | This Process |
|---|---|
| Outcome | Each business Customer’s supplier checks are answered from the record and accepted before the first Invoice goes out. |
| Reads | Deal |
| Leaves | Task, Document, Agreement |
| Runs in | Each Startup |
Accountable
Responsible: Sales Engineer.
Consulted: Security Engineer, Contracts Manager, Finance Lead.
Informed: Customer Lead.
Workflows
| Workflow | Runs | Team |
|---|---|---|
| Answer supplier checks | on Deal.won | Sales Team |
Who does each step
| Workflow | Step | Role | Calls | Approval |
|---|---|---|---|---|
| Answer supplier checks | 1. Log each item the Customer’s procurement team requests as a Task on the Deal, with its due date. | Sales Engineer | Task.create | None |
| Answer supplier checks | 2. Answer each item from the record: the Company’s tax IDs, its insurance certificate, and the trust center for the questionnaire. | Sales Engineer | Document.create | None |
| Answer supplier checks | 3. Send each item that needs a signature as an Agreement. | Contracts Manager | Agreement.create | None |
| Answer supplier checks | 4. Register the Startup in the Customer’s supplier portal when it has one. | Sales Engineer | ||
| Answer supplier checks | 5. Enter bank details only from the Startup’s bank account record, as a one-way money Action the Treasurer checks. | Treasurer | ||
| Answer supplier checks | 6. Release the first Invoice when every item is accepted. | Billing Specialist | Invoice.bill | Asks first; waits 1 business hour |
Events
| Direction | When | What happens |
|---|---|---|
| In | On Deal.won | Starts Answer supplier checks |
| Out | Task.created | Raised by step 1 of Answer supplier checks |
| Out | Document.created | Raised by step 2 of Answer supplier checks |
| Out | Agreement.created | Raised by step 3 of Answer supplier checks |
| Out | Invoice.billed | Raised by step 6 of Answer supplier checks |
Plays
No Play names this Process.
Controls
Settings
None.
Failure
A failed step retries; when retries run out, the Action goes to the Sales Lead.
Loop
| Step | Value |
|---|---|
| Hypothesis | Answering supplier checks from the trust center shortens time to a first paid Order. |
| Measure | Days to first outside Order over 1q, at least 5 observations |
| Learn | The learn step reads the Readout, records Evidence and a Decision, and drafts the next Variant. |
Code
Turn on vendor onboardingEnable
On by default for Dataset API, Headless SaaS, SaaS, Agent as a Service, Services-as-Software, E2E managed service. Process.pause stops new Actions; Actions in progress finish.
Example
A business buyer sends a 120-question security questionnaire. The Sales Engineer answers it from the trust center in a day. It attaches the certificate of insurance and the tax form, and signs the data processing terms.