Accepted scope
Know the actual deliverable, price, dependencies, exclusions and acceptance path before the implementation starts moving.
Client Onboarding
Start the build with fewer hidden dependencies.
This preflight is for approved or near-approved client work. It reduces avoidable delays by making scope, decision authority, system access, assets and acceptance visible before implementation.
Decision owner
Name the person who can approve copy, design, access, scope changes and launch-critical decisions.
Authoritative systems
Identify which existing systems remain the source of truth for customers, payments, scheduling, inventory, files or operations.
Access plan
List the platforms and roles DV needs. Do not send passwords or private keys through public forms or ordinary project descriptions.
Assets + content
Gather approved brand files, copy, product/service data, policies and examples that materially affect the build.
Acceptance contact
Define who verifies the critical paths at handoff so 'done' means the agreed system passed the expected checks.
Keep credentials out of public intake.
Public contact, procurement and diligence forms are for routing context. Passwords, private keys, recovery codes, regulated personal data and confidential third-party material should use the approved private handoff method for the specific project.
ENGAGEMENT STATE
A client should know where the project is.
01
Scope accepted
Commercial and implementation boundaries become the working reference.
02
Payment verified
Where a reserve or deposit applies, project state changes only after authoritative payment evidence.
03
Nexus handoff
The active relationship moves into the authenticated workspace for project context, files, meetings, proposals and decisions.
04
Access + assets
Required systems, approved materials and authority are prepared without exposing secrets in public channels.
05
Build + verify
The smallest complete release is implemented and tested against the agreed acceptance path.
06
Launch + evolve
The handoff records what shipped, what remains, and whether evidence justifies another layer.