Business License Process Workflow
Business License Compliance Package (BLCP) Only
Business License Compliance PackageUse 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. [ View Process Flow]
Corporate Filing Services for Small Projects
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.
[ View Process Flow]
Corporate Filing Services for Large Projects
Filing Service OrderUse 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.
[ View Process Flow]
Request for Quote for Large Projects
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
Small and Large Projects
When to select this option
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.
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.
Sales rep creates a BLCP order in the portal
BL delivers BLCP to client
Client prints and completes the
applications
Client files the applications with licensing
authorities
Sales rep quotes client for BLCP based on price sheet available in portal
BL delivers to client a BLCP, which includes a filing service questionnaire and estimated filing fees/
disbursements
Client sent back questionnaire
to sales rep? Sales rep creates BLCP
order with request for filing services in the
portal
Project Complete! Partner and BL do NOT
follow up with client
Yes
No
BL prepares applications, and calculates actual
disbursement fees
BL notifies Partner of actual disbursement fee
Partner gets approval from client for actual disbursement fees and
notifies BL
BL files the applications with licensing authorities
Corporate Filing
Services for Small
Projects
Business License
Compliance Package
(BLCP) with request for
filing services
Small Project:
1-4 Locations
When to select this option
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 Actual disbursements n%higher than estimate? Yes No
Partner updates clients order (internally), and uploads questionnaire to
the BLCP order in the portal
Sales rep quotes client for filing services based on price sheet available in
portal
Client is advised that he will be charged immediately for a BLCP, based on BLCP price sheet, and the remainder will be charged when
Sales rep quotes client for filing services based on price sheet available in
portal
BL sends questionnaire and estimated filing fees/
disbursements to client
Client sent back questionnaire
to BL? Sales rep creates a filing service order in the
portal
Partner (and BL, if necessary) follow up with client
Yes
No
BL prepares applications, and calculates actual
disbursement fees
BL notifies Partner of actual disbursements
Partner gets approval from client for actual disbursement fees and
notifies BL
BL files the applications with licensing authorities
Corporate Filing
Services for Large
Projects
Filing Service Order
Large Project:
5 or more locations
When to select this option
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.
Actual disbursements n%higher than estimate? Yes No BL uploads questionnaire to the filing service order
Sales rep submits a Request for Quote defining the services requested, and the scope of the project,
in the portal
Client approves the
project? BL uploads quote for
services, estimated disbursement fees (if any)
to the portal
RFQ is canceled
Yes
No
Request for Quote
(RFQ) for Large
Projects
Request a quote for
filing services, license
verification, or, audit
and gap analysis
Large Project:
5 or more locations
When to select this option
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.
Sales rep accepts the Quote in the portal
BL requests additional information from the client as needed (locations, etc.)
to start the project
FILING SERVICES LICENSE VERIFICATION AUDIT & GAP ANALYSIS
BL prepares applications, and
calculates actual disbursement fees
Process flow continues as in “Corporate Filing
Services for Large Projects” Client sent requested information to BL? Partner (and BL, if necessary) follow up with client
No
Yes
BL performs license verification work and
prepares a report
Client receives report via email
BL performs audit and gap analysis and prepares a report
Client receives report via email BL creates an order
depending on the type of service requested
