PROPOSE + BUY

KNOW WHAT YOU ARE BUYING

Review your proposed scope

Use this checklist when you receive a proposal. It is a guide, not an agreement or an invoice.

  • The job

    Does it name the specific problem, chosen bundle, and what success means?

  • What is included

    Are setup tasks and monthly work listed separately?

  • What is not included

    Are custom work, provider fees, and usage charges called out?

  • The timing

    Does it say what happens first and what could affect the start?

  • Your part

    Do you know what information and account access will be needed?

  • The decision

    Are the total setup fee, monthly fee, payment step, and contact clear?

Ask for a correction before accepting if the written scope differs from what you discussed.