Statements of work and client kick-off
Start the work, and the billing, within days of a yes. The statement of work is drafted from the proposal they accepted, and the kick-off list chases itself.

Hours back
3
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Statement of work drafted from the proposal
Scope, deliverables, timeline, fees and assumptions carried over from what the client accepted, in your template.
- 02
Sent for signature once approved
A partner checks it, then it goes out to sign online and is chased politely until it's back.
- 03
One kick-off request to the client
A short form for contacts, logins, brand files and anything else the team needs, sent the moment it's signed.
- 04
Missing items chased
Reminders go out until the list is complete, and the team can see what's still outstanding.
- 05
Project set up for the team
The project, first tasks and kick-off meeting are created from your standard setup.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
A partner approves every statement of work before it's sent. Any change the client asks for on scope or fees goes straight back to them.
What it's worth
What those hours add up to.
3 hours a week, over 46 working weeks, is 138 hours a year. At $50 an hour, that’s
$6,900
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
The client says yes, then nothing happens for a fortnight. Someone rewrites the proposal into a statement of work, emails it, waits, chases the signature, then sends a separate email asking for logins, contacts and files. The team can't start, and the first invoice slips with it.
What we build
- Statement of work drafted from the proposal
- Sent for signature once approved
- One kick-off request to the client
- Missing items chased
- Project set up for the team
A month in
New work starts within days of the yes, nobody rebuilds the same document twice, and the first invoice goes out on time.
FAQ
We don't use PandaDoc or DocuSign. Can it work in Word?
Yes. Statement of work drafts can land in Word or Google Docs, and signatures go through whichever tool you already pay for.
What if the client wants to change the scope before signing?
The client's reply goes to the partner with the original proposal alongside it. Any scope change is a person's call.
More for professional services
See them all →Next step
Bring this one to a free live build.
Thirty minutes on statements of work and client kick-off. We build its elf with you, live, and you keep it.