Module 01
Client Agreements & Legal Armor
Safeguard your pre-existing IP, define liability caps, and establish clear milestone scopes.
Master Services Agreement
Statement of Work
Mutual NDA
Scope Change Order Form
Module 02
Onboarding & Client Experience
Establish immediate authority with structured intake questionnaires, kickoff run-of-shows, and welcome packets.
Intake Questionnaire
45-Min Kickoff SOP
Welcome Packet
Asset & Credential SOP
Module 03
Cash Flow & Payment Recovery
Collect overdue invoices without burning bridges using our 4-stage assertive escalation email sequences.
4-Stage Escalation Emails
Payment Terms SOP
Out-of-Scope Rate Card
Module 04
QA Protocol & Offboarding
Deliver flawless deployments, transfer credentials securely, and capture 5-star testimonials on autopilot.
24-Point QA Checklist
Offboarding Protocol
Testimonial & Referral Scripts
Module 05
Sales & Retainer Conversion
Turn one-off project builds into $2,500 - $5,000/mo recurring revenue retainers using outcome-based packaging.
Cold Outreach Sequences
Retainer Closing Blueprint
Discovery Qualification Script
Commercial License
Full Single-Seat License
Commercial adaptation rights for your direct client work, internal SOPs, and universal Markdown format compatibility.
Commercial Single-Seat License
Notion / Obsidian Ready
SHA-256 Checksum