Turn a deal into delivery

Paste the signed proposal or the sales email. Every promise in it lands as a delivery step with an owner.

1. Read the signed proposal and list every promise made
2. Meet sales and delivery for a 20 minute handover
3. Book the kick off call with the client
4. Agree dates for each promised deliverable (Account lead signs off)
5. Deliver the promised work
6. Check each promise is met before it goes out. Most people forget this: A promise sales made and delivery never saw is where most client disputes start
7. Send the client a summary of what was delivered

All recipes