Close Checklist

GateRequired Before Close
Decision authorityNamed approver, date, and approval method.
ScopeExact service lane, exclusions, start point, and deliverables.
CommercialsPrice, deposit, billing cadence, minimum term, and cancellation language.
OperationsCabinet owner, onboarding date, client documents, and escalation path.
ProofClaims ledger reviewed for what is live vs. readiness-only.