Next actions
Intake checklist
Click a field to record or change it. * required.
Channels in scope
Tick the channels the client has chosen. Knowledge base and Go-live are always in scope.
| Channel | Stage | Readiness | Steps |
|---|
Steps: B1 and B2 connect, B3 test, B4 go live, B5 first-week review. A step counts only with evidence.
Open items
| Severity | Item | Owner | Rule |
|---|
Client people
Decisions
Upload
Notes, transcripts, voice memos, and client files. Stored privately with this engagement.