Draft the engagement letter or SOW for a named client

Packaged know-how that tells an agent how to do a job well.

You might say…

“Every time I got to the contract I'd start from scratch and hope I hadn't missed anything obvious.”

What it does

Adapts the advisor's standard contract template into a client-specific engagement letter or SOW — scope, IP, payment terms, termination — once commercial terms are agreed.

Trigger: Use once scope and rate are agreed and you need a sendable, client-specific contract rather than a generic template.

I/O: Agreed scope + rate + payment terms + client context → client-specific engagement letter or SOW

Recognise the problem?

The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.

Start a conversation