Maverick Performance Solutions

Opening training…

0

Playbook · 5 min

W-9 same day

Inbound W-9 / vendor setup request before 16:00 ET.

  1. 01
    /admin-scan at 07:30

    Skip threads already answered.

  2. 02
    Draft

    Attached is Maverick Performance Solutions LLC's signed W-9. Taylor address. 313-889-2526 signature block.

  3. 03
    Send

    EA 30-second check. No Eric on the standard path.

  4. 04
    Log

    Zoho Creator Admin Actions. Add CRM contact if missing.

Never

  • Send an unsigned or fillable W-9 unless Controller says so.
  • Use a W-9 still showing Farmington Hills.

Escalate if

  • They want a different legal entity or extra tax forms.

Lessons: M01.05