Business License Process Workflow Business License Compliance Package (BLCP) Only Business License Compliance Package Use this service for clients who need help determining which license, permit, & tax registration applications they need, and do not need any additional services, such as filing. The BLCP may also be used for large project as a first step in determining the licensing needs. Corporate Filing Services for Small Business License Compliance Package (BLCP) with request for filing services Only use this process flow for small projects and if the client specifically asks for filing services. The Business License Compliance Package (BLCP) without filing services is recommended for small projects. Corporate Filing Services for Large Filing Service Order Use this process flow for large projects where the client wants to take advantage of BL s corporate filing services. If the client wants to do filing on their own, or wants to see which licenses they need first, then use the BLCP process flow. This process flow does not result in a compliance package delivered to the client. Instead, the client receives a questionnaire to gather all information needed to complete the forms. Request for Quote for Large Request a quote for filing services, research, audit and gap analysis The Request for Quote is designed to meet complex licensing requirements for large projects. You may choose any combination of services, to accommodate the businesses situation.
Business License Compliance Package (BLCP) Only Business License Compliance Package BLCP based on price sheet available in Sales rep creates a BLCP order in the Small and Large BL delivers BLCP to client Use this service for clients who need help determining which license, permit, & tax registration applications they need, and do not need any additional services, such as filing. The BLCP may also be used for large project as a first step in determining the licensing needs. Client prints and completes the applications Client files the applications with licensing authorities What s included in the compliance package? An overview of the licenses & permits required for the business. Licensing authority contact information, including name, address, phone number, e-mail address, etc. Detailed information on how much money you need to send with each application, and where to send it. The actual license & permit applications and associated documents.
Corporate Filing Services for Small Business License Compliance Package (BLCP) with request for filing services filing services based on price sheet available in Sales rep creates BLCP order with request for filing services in the Client is advised that he will be charged immediately for a BLCP, based on BLCP price sheet, and the remainder will be charged when questionnaire is sent back to BL Small Project: 1-4 Locations BL delivers to client a BLCP, which includes a filing service questionnaire and estimated filing fees/ Only use this process flow for small projects and if the client specifically asks for filing services. The Business License Compliance Package (BLCP) without filing services is recommended for small projects. Benefits Make an easy sale Get paid for initial work Easy way out if the client is slow to respond or does not follow up back questionnaire to sales rep? Partner updates clients order (internally), and uploads questionnaire to the BLCP order in the BL prepares applications, and calculates actual Project Complete! Partner and BL do NOT BL notifies Partner of actual disbursement fee Actual n% higher than estimate? Partner gets approval from client for actual and notifies BL BL files the applications with licensing authorities
Corporate Filing Services for Large Filing Service Order filing services based on price sheet available in Sales rep creates a filing service order in the Large Project: 5 or more locations BL sends questionnaire and estimated filing fees/ to client Use this process flow for large projects where the client wants to take advantage of BL s corporate filing services. If the client wants to do filing on their own, or wants to see which licenses they need first, then use the BLCP process flow. This process flow does not result in a compliance package delivered to the client. Instead, the client receives a questionnaire to gather all information needed to complete the forms. back questionnaire to BL? BL uploads questionnaire to the filing service order in the BL prepares applications, and calculates actual BL notifies Partner of actual Partner (and BL, if necessary) Actual n% higher than estimate? Partner gets approval from client for actual and notifies BL BL files the applications with licensing authorities
Request for Quote (RFQ) for Large Request a quote for filing services, license verification, or, audit and gap analysis Sales rep submits a Request for Quote defining the services requested, and the scope of the project, in the BL uploads quote for services, estimated (if any) to the Large Project: 5 or more locations The Request for Quote is designed to meet complex licensing requirements for large projects. You may choose any combination of services, to accommodate the businesses situation. Client approves the project? Sales rep accepts the Quote in the BL creates an order depending on the type of service requested RFQ is canceled BL requests additional information from the client as needed (locations, etc.) to start the project requested information to BL? Partner (and BL, if necessary) FILING SERVICES LICENSE VERIFICATION AUDIT & GAP ANALYSIS BL prepares applications, and calculates actual BL performs license verification work and prepares a report BL performs audit and gap analysis and prepares a report Process flow continues as in Corporate Filing Services for Large Client receives report via email Client receives report via email