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Worked example + six editable worksheets
Milestone-to-cash handoff check
Separate accepted work, invoice authority and actual cash. Record the return path when evidence, terms or payment disagree.
WHO USES ITEngagement lead, finance owner and account partner
Use a fictional or effectively de-identified example. This is an internal decision aid, not a client diagnosis or a measured outcome.
WORKED STARTER / FICTIONAL
See the decision before filling the worksheet.
Adapt the logic to one important revenue path. Start with a useful constraint; use the six deeper worksheets only when you need more evidence.
The engagement lead asks the account partner to obtain the acceptance receipt. Finance holds the invoice until that condition is evidenced.
An issued invoice is recorded separately from a bank or ledger receipt; no collection is claimed while payment is outstanding.
YOUR FIRST CHECK
Use one real case next.
Take one recent milestone from a paid service. Find the signed payment condition, client acceptance receipt, invoice ID and actual payment state; mark the first missing item.
Which signed condition permits invoice issue?
Where is acceptance evidenced, and by whom?
Who approves the invoice and resolves a dispute?
What bank or ledger receipt proves collection?
NEXT DECISION
Where else does this constrain client work?
The free Fit Call checks the constraint, owner and next useful evidence. It does not include a custom design and needs no confidential files. If appropriate, the separately paid Firm Capacity Blueprint maps one revenue path, fully designs three connected improvements and ranks the first installation. You receive a scope-specific quote before deciding; installation has its own scope and price.
For new engagements agreed from 27 September 2026, the Workflow & Agent Guarantee lets you request the Blueprint fee actually paid back by email within 14 calendar days after complete delivery and the agreed review, without proving a defect or accepting correction. You keep the Blueprint. Read the full terms for installation and support.