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CLIENT ACTIVATION
Your onboarding checklist
Before Taurus begins service delivery, complete the three steps below. Each milestone must be verified by Taurus.
CHECKING STATUS
01 · Activate your portal account
Signing in gives you access to your workspace. Taurus will verify your organization membership.
02 · Sign your Master Services Agreement
Both parties must sign the applicable agreement. Taurus will confirm the executed document before services begin.
03 · Schedule your 30-minute priority meeting
Meet with Taurus to confirm priorities and identify which work should be scoped first. Online booking will be available here after calendar integration.
Work authorization: Onboarding alone does not approve projects. Taurus will prepare a scope for each request, and an authorized client representative must approve that scope before implementation begins. Checklist statuses will become live once agreement and scheduling verification are connected.
YOUR WORKSPACE
Everything in one place.
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