How work moves
Every stage below comes from an SOP already written down, and links to it. Pick a role to see only the stages that are yours — and where the work in front of you is actually sitting.
Take on a new client
Signed to producible. Nothing downstream can run until the record exists and the money is in.
Report to a client
The thing that decides renewal. Accuracy first — a number nobody can defend costs more than a missing one.
- 4Founder
Founder review
Sign-off on anything a client could dispute
No SOP yet - 5Account Manager
Send it
The client knows where they stand
No SOP yet
An amber arrow is a handoff — the work changes hands there. Those are where things get dropped, far more often than inside any one person’s steps, so the map draws them louder than everything else.