Proposal to delivery
Customer/project label
Approved next step
Delivery promise
Visible work blocks
- Confirm promise
- Collect inputs
- Build/draft
- QA
- Human review
- Handoff
- SOP update
Customer note
What we built
How to use it
What to review next
Revision vs scope
Included fixes clarify or correct the approved deliverable. New audience, workflow, platform, automation, credential, publishing, outreach, or live-system work is new scope.
Capture the lesson
- Feedback words
- Permission status
- Private details removed
- Template/SOP update
- Offer/FAQ improvement
Do not let AI cross the line.
AI may summarize, organize, compare, draft, check, anonymize draft notes, remind, and create local files. Humans approve sending, publishing, deployment, customer-system changes, credentials, terms, payments, proof, quotes, and every external action.
Tiny Bookkeeping Cleanup handoff
Promise: deliver a one-page receipt intake map and weekly owner review checklist. Not included: tax advice, bank access, live account changes, vendor contact, or automated sending.
SOP lesson: say “owner review checklist,” not “tax-ready cleanup.”
No forms, inputs, analytics, checkout, CRM writes, sending, publishing, deployment, account actions, or live customer-system connection.