Firm of One · Deal Execution
Deal Closed — Now What?
Your step-by-step execution guide for the moment a deal closes. Follow these 9 steps in order.
Execution Progress
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Installation Fee
$500
One-time, due at activation
Core Tier
$1,500/mo
Base infrastructure
Architect Tier
$2,500/mo
Full infrastructure + coverage
Success Fee
5%
Of recovered revenue
Trial Length
18 days
Day 14 check-in, Day 18 close
Business Hours
Mon–Fri 9–7 ET
Sat by request, Sun blocked
Step 1 · 2 minutes
Create the Client Lead Record
Why This Matters
Every client starts as a Lead record. This is your single source of truth — it holds their qualification data, tier, billing, trial dates, and briefing. Without it, none of the automated workflows (trial monitoring, billing, Sheet sync) can fire.
How to Execute
Go to Appointment Prep or Prospect Management
If converting from a Prospect: mark them "Scheduled" in Prospect Management, then create the Lead from their data
Set lead_status to "qualified" — this triggers the appointment briefing workflow automatically
Fill in: client_name, industry, contact_info, annual_revenue, biggest_bottleneck, tier (core or architect), base_fee
What to Tell the Client
"Once I create your file, our system automatically generates a briefing and syncs everything to our CRM — so nothing falls through the cracks."
Use this verbatim or adapt to your voice — it frames the value clearly
Track your progress through the deal execution
Execution Timeline
Key Reminders
Always collect the $500 installation fee before configuring infrastructure.
Set trial_start_date the moment the subscription activates — the 18-day clock starts then.
The Day 14 check-in and Day 18 close are automated — but review the data yourself first.
Sync to the Google Sheet after every status change — it's your backup CRM.
If anything goes wrong, log it in Agent Activity with the right severity.
Step 1 of 9