The single source of truth for an engagement: exactly what was promised, scoped, and expected in the sale.
Capture five things. The last one, the implicit promises, is the field that, left blank, becomes the mid-engagement dispute.
| Element | Captured detail |
|---|---|
| Deliverables promised | |
| Scope boundaries, what IS included | |
| Scope boundaries, what is NOT included | |
| Timeline and milestones committed | |
| Price and terms |
Every expectation or promise the client formed in conversation during the sale that never made it into writing.
| What the client was led to expect | Where it came from (who said it, when) |
|---|---|
"We assumed weekly check-in calls were part of it, the salesperson mentioned staying close." Written down here, it is handled at kickoff. Left unwritten, it surfaces as a complaint in week three.
This capture becomes the scope baseline carried into the readiness check and the engagement plan.
Your answers stay in your browser on this page and are never sent anywhere. Use Save or print to keep your copy.