Closing Process

To ensure a smooth onboarding process for new PAY Customers, the follow takes place immediately after contract signing:

• Data Entry Personnel – uploads copies of executed contracts and inputs all client / contract details into database
• Account Managers – begin weekly (or more often) outreach cadence to ensure customers are supported (discussion of upcoming jobs, aid with scoping out new opportunities, connection with booking agents, aid in resolving field issues, etc.)
• Credit Staff – updates workflow tools generate tasks for weekly, monthly, quarterly, and annual account monitoring (covenant compliance testing, repayment rate analysis, delinquency outreach, statistics by country, areas of focus / concern, etc.)
• Operations Staff – updates internal records to reflect leased asset serial numbers, SKUs, descriptions and model types in the official PAYG Asset Register