Checklist
Contract signed
Client
On accept
Deposit cleared
Stripe
Within 24h of signing
Resources allocated
Internal
Week of kickoff
Kickoff call held
Owner + Client
Start of engagement
Midway review
Owner
50% through delivery
Final delivery review
Owner + Client
Last week of delivery
Final invoice issued
System
On final delivery
Feedback request sent
System
3 days after handover
Progress
4 of 8
Activity
Today · 09:14
Comms· Marcus Wren
Outbound email sent to Charlotte Pike about next steps.
Yesterday
Status
Job moved to In delivery.
3 days ago
Payment
Deposit invoice paid via Stripe.
1 week ago
System
Job created from accepted quote.
1 week ago
Note· Eleanor Hayes
Client prefers afternoon calls. Marcus to handle weekly check-ins.
·