The Month, Client by Client
Engagements
Four steps per engagement, every month: confirm the scope, complete the drafts, resolve client feedback, deliver the final package. When all four are done, lock the month.
2 open questions this month
Your first real client starts here — lock the scope first and the rest of the pipeline opens up.
1. Scoping confirmed
Engagement scope locked — SOW or verbal brief agreed, deliverables defined.
2. Drafts complete
Work product drafted and ready for review — research done, document authored.
3. Feedback resolved
Client questions and revision requests answered and incorporated.
4. Final delivered
Finished package sent and accepted by the client.
Finish all four steps to lock the month.
Two client clarifications pending before the draft instrument can be finalized.
1. Scoping confirmed
Engagement scope locked — SOW or verbal brief agreed, deliverables defined.
2. Drafts complete
Work product drafted and ready for review — research done, document authored.
3. Feedback resolved
Client questions and revision requests answered and incorporated.
4. Final delivered
Finished package sent and accepted by the client.
Finish all four steps to lock the month.
Curriculum modules complete and reviewed — package ready to send.
1. Scoping confirmed
Engagement scope locked — SOW or verbal brief agreed, deliverables defined.
2. Drafts complete
Work product drafted and ready for review — research done, document authored.
3. Feedback resolved
Client questions and revision requests answered and incorporated.
4. Final delivered
Finished package sent and accepted by the client.
Finish all four steps to lock the month.
1. Scoping confirmed
Engagement scope locked — SOW or verbal brief agreed, deliverables defined.
2. Drafts complete
Work product drafted and ready for review — research done, document authored.
3. Feedback resolved
Client questions and revision requests answered and incorporated.
4. Final delivered
Finished package sent and accepted by the client.
Finish all four steps to lock the month.