Section 1
Pricing & Payment
How money moves in and what the qualification bar is.
1.1
Build payment structure
Current default50% deposit on signing, 50% on delivery/launch.
Why it mattersSets cashflow risk. Bigger deposit = less exposure if a client ghosts mid-build. Milestone splits keep clients engaged but add invoicing overhead.
Pick one
1.2
Build balance trigger — what the final invoice is due on
Current defaultDue on delivery / launch.
Why it mattersLocks down the moment the second invoice is enforceable. "Delivery" can be argued; written acceptance can't.
Pick one
1.3
Minimum engagement (qualification bar)
Current default~$30k (sometimes a ~$15k build + ongoing management).
Why it mattersFilters discovery time. Too low and the team is buried in tiny builds; too high and you miss good seed clients.
Pick one
1.4
Referral incentive
Current defaultNone specified (placeholder).
Why it mattersReferrals are our highest-converting channel. A formal incentive makes it easy to ask.
Pick one
Section 2
Sales / Front-End
2.1
Pre-engagement form reach
Current defaultSent to everyone; lighter version for warm referrals, full version for others.
Pick one
2.2
Internal proposal sign-off
Current defaultClinton signs off commercials; Derek confirms timeline/feasibility, before any proposal goes out.
Pick one
2.3
Follow-up cadence after SOW sent
Current defaultDay 0 send, Day 2 check-in, Day 5 nudge, Day 9 direct close.
Pick one
Section 3
SOW Contract Terms
3.1
Managed-infrastructure minimum term
Current defaultPlaceholder — needs setting.
Why it mattersProtects ROI on onboarding effort. Most agencies land at 6 or 12 months.
Pick one
3.2
Cancellation notice period (after minimum term)
Current defaultPlaceholder — needs setting.
Pick one
3.3
How the Kickoff Date is set
Current defaultScheduled "promptly after the deposit is received."
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3.4
Client response window
Current defaultPlaceholder — e.g. two business days.
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3.5
Client approval window (per milestone)
Current defaultPlaceholder — e.g. three business days.
Pick one
3.6
Legal review of SOW Standard Terms
Current defaultRecommended before first use.
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Section 4
Delivery
4.1
Response-time standards
Current defaultCritical 2h · High same business day · Medium next business day · Low within 3 business days.
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4.2
Change-order timing standards
Current defaultAcknowledge 4h · assess 24h · options 48h · written approval before work.
Pick one
Section 5
Client Health & Growth
5.1
External feedback scales
Current default1–5 value/expectations pulse during build; 0–10 NPS during managed infra.
Pick one
5.2
Feedback cadence
Current defaultBuild pulse at kickoff / mid-build / go-live; NPS at 30 days post-launch and each QBR.
Pick one
5.3
Internal account pulse cadence
Current defaultEvery two weeks during a build, monthly during managed infrastructure.
Pick one
Section 6 — New in v2
Operations & Access
Billing problem-handling and who holds admin on every tool.
6.1
Dunning timeline (payment-failure reminders)
Current defaultDay 1 friendly, Day 3 second, Day 7 firmer, Day 14 final.
Why it mattersTighter cadence recovers more invoices but risks burning goodwill; looser is gentler but lets bad debt accumulate.
Pick one
6.2
Service-pause threshold (unpaid managed infrastructure)
Current defaultPause at 14 days past due.
Why it mattersThe point at which we stop running their infrastructure for free. Needs to be written so it can actually be enforced.
Pick one
6.3
ACH grace window
Current defaultNot set — should ACH returns get longer grace than card declines?
Why it mattersACH returns can take days to settle; treating them like card declines may unfairly flag clients whose payment is still in-flight.
Pick one
6.4a
Tool admin — Craft Brain
Current defaultNot assigned.
Why it mattersEvery tool needs a named primary and backup so nothing locks up if someone is out.
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6.4b
Tool admin — cal.com
Current defaultNot assigned.
Pick one
6.4c
Tool admin — Lovable
Current defaultNot assigned.
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6.4d
Tool admin — Stripe
Current defaultNot assigned.
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6.4e
Tool admin — Mercury
Current defaultNot assigned.
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6.4f
Tool admin — Slack
Current defaultNot assigned.
Pick one
6.4g
Tool admin — Google Drive
Current defaultNot assigned.
Pick one