---
title: "The Take-On"
description: "In the body of the quote email and in the quote itself, you would have (should have) informed your potentiol customer that they can submit their Customer Take-On form as confirmaiton that the quote has been approved. The link to…"
url: "https://vmgexcellence.co.za/docs/the-take-on/"
updated: "2025-07-14"
category: ONBOARDING NEW CUSTOMERS
---

# The Take-On

In the body of the quote email and in the quote itself, you would have (should have) informed your potentiol customer that they can submit their Customer Take-On form as confirmaiton that the quote has been approved.

The link to the Customer Take-On form is **[https://vmgsoftware.co.za/takeon](https://vmgsoftware.co.za/takeon)**

Upon reciept of the Customer Take-On form the VMG Accounts Dept will

- Notify you
- Add the client into Automan
- Prepare and send the upfront invoice to your client
- Confirm that payment for the invoice has been recieved 

Once payment has been recieved, the next steps of the VMG Customer Take-On process are activated.

From here you will move into the welcome email and begin your user expectation journey.