Partner-ready project map
Trace signed scope, permitted evidence, analysis, draft and partner review to a review-ready pack.
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Resources / working documents
Put the handoff on paper.
Use these two worksheets to identify owners, evidence and return paths before a software discussion. They are educational design tools, not a client diagnosis or evidence of measured improvement.
PDF + EDITABLE MARKDOWNStart with one real decision.
Do not enter confidential client information into the worksheets you send to us. A Workflow Fit Call can begin with a plain-language description.
01 / WORKSHEETS
Two points where work often goes missing.
Milestone-to-cash check
Trace accepted work, invoice evidence, approval, collection and disputed or partial payments.
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