Enterprise operations
Your enterprise
command center.
Two forms. One flow. Complete them in order for every new enterprise client — every time.
Deal flow
01
VP intake
Collect deal terms
›
02
Agreement
Drafted + sent separately
›
03
Client onboarding
Client submits info
›
04
Activation
Kolby goes live
Internal · VP Sales
Deal intake form
Fill this out after closing a deal. Captures every term needed before the agreement is drafted — rate, activation fee, signatory, payment method, and any special conditions.
Client-facing
Client onboarding form
Send to the client after they sign the agreement. Collects company info, team setup, industry, products sold, and AI-Number preferences.
Standard deal terms
Rate
Quoted per deal — see intake
Rate adjustment cap
Up to 10% / year
Billing method
Monthly ACH pull
Client transparency
Usage report + draw notice
Agreement is drafted and reviewed separately per client. The client onboarding form goes out only after the agreement is fully signed.