Agreements & approvals

• ·Contracts: the services agreement (also care plans, NDAs and partner agreements). Drafted for you when a proposal is accepted; the client signs, then you countersign.
• ·Sign-offs: the client approving the copy, design, build or pre-launch version. Sent from the project page.
• ·Change requests: extra paid work the client approves. Sent from the project page; approved ones go on the next invoice.
• ·Anything with a pink “Sign it” flag is waiting for you, not the client.

1. 1DealSomeone's interested. Tracked on the Pipeline, from enquiry to won or lost.
2. 2ProposalWhat you'll do and the price options, sent as a link. Written from a deal.
3. 3ContractThe services agreement. Drafted for you when they accept the proposal; they sign, then you countersign.
4. 4ProjectThe work itself, kick-off to launch. Started for you when they accept the proposal.
5. 5InvoicesPayment stages (50/50 or 50/25/25). The deposit is drafted when they accept.

Every deal, proposal, contract and project page shows this same journey at the top, with links between them, so you can always see what's linked and what's next. Packages & prices is where the packages and prices for proposals and extras come from.