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Close to Kickoff SOP

$24

Turn a first sale into a signed client without a messy handoff

A handoff system for the gap between “yes” and a dated kickoff, so the deal does not stall in inboxes.

What you get:

  • A same-day close packet: recap, scope in one page, price, start date, who signs
  • A signature path with two reminders and a drop-dead time, then a clean walk-away
  • Payment before access: invoice, receipt, what they get the minute it clears
  • A kickoff booking script that ends with a calendar hold and a named approver
  • A stuck protocol: no signature, no payment, no kickoff date, with the owner and the next message

How to run it:

  1. Send the close packet before you leave the call, not “later today.”
  2. Do not start work, share logins, or book a kickoff until payment is in.
  3. If the signature timer trips, send the reminder the same day. After the second miss, close the file.
  4. End kickoff booking with a date, an agenda, and one owner. If any of those is missing, it is not booked.

Fill in your contract tool and run it on the next yes.