Phase Flow (scroll →)
0 Lead Triage
1 Inbound
2 Discovery
3 Proposal
4 Kickoff
5 Audit
6 Roadmap
7 Build
8 Iteration
9 Delivery
10 Close
11 Nurture
Built / Has Tooling
Not Yet Built
Filter before investing time
- Inbound qualification (form + auto-response)
- Lead scoring (source, size, budget, platform match)
- No-show management (follow-up sequence)
Kit automation, Calendly
They come to you already warm
- LinkedIn content (lessons from client projects)
- Case studies (from completed engagements)
- Community engagement (NTEN, ASAE, AFP)
- Referral nurture (90-day touchpoint)
Landing page, Kit sequences, content calendar
Mutual fit check
- Discovery call (30 min, current systems, pain points)
- Qualifying questions (budget, timeline, decision maker)
- Pain documentation (exact client language)
- Fit decision (help? budget? timing?)
discovery-prep skill
Eliminate ambiguity before work
- Scope document (problem, deliverables, timeline, price)
- Pricing (phase-based, tied to deliverables)
- Payment terms (50/50 or milestone-based)
- Out-of-scope definition
proposal-generator skill
No one confused about how this works
- Kickoff call (45 min, logistics, comms, access)
- Access collection (credentials, logins, exports)
- Shared workspace setup
- Timeline confirmation
Evidence-based foundation
- System audit (configured vs. actually used)
- Data quality review (dupes, missing fields, broken automations)
- Staff interviews (1-2 conversations)
- Findings document
data-audit skill
Shared understanding before build
- Findings walkthrough
- Prioritized recommendations
- Visual roadmap
- Scope confirmation
Execution with transparency
- Configuration / development
- Documentation-as-you-go
- Progress updates
- Scope flag management
Refinement without infinite loops
- Client review + demo
- Feedback window (5 biz days, 1-3 rounds)
- Edge case testing
- Sign-off
Client can operate without you
- Deliverables package
- Documentation (how-to guides)
- Training session (recorded)
- Credential transfer
Turn project into relationship
- Retainer pitch
- Out-of-scope opportunities (Phase 2 proposal)
- Testimonial / case study request
- Referral ask + post-project survey
client-lifecycle skill
Stay relevant without being salesy
- 30 / 60 / 90 check-ins
- Quarterly touchpoints
- Annual re-engagement
| Priority |
Workflow |
Why |
| P0: Now |
Proposal generation + follow-up |
Close rate + speed to revenue |
| P0: Now |
Scope change management |
#1 revenue leak prevention |
| P0: Now |
Invoice triggers |
Cash flow depends on timely billing |
| P1: Next |
Discovery prep + post-call processing |
Saves 30-45 min/prospect |
| P1: Next |
Client onboarding sequence |
Reduces kickoff friction |
| P1: Next |
Weekly status update templates |
Saves time, client confidence |
| P2: Soon |
Post-project close sequence |
Retainer + referral engine |
| P2: Soon |
Case study generation |
Feeds marketing |
| P3: Later |
Lead scoring + triage |
When inbound volume grows |
| P3: Later |
Content calendar automation |
When pipeline is flowing |
Invoicing
Milestone-based invoice triggers tied to deliverable sign-off. Ensures billing happens at the right moment, not as an afterthought.
Scope Change Management
Formalized process for capturing, pricing, and approving scope changes before work begins. Prevents revenue leakage from untracked additions.
Client Communication
Standard cadence for status updates, async check-ins, and escalation paths. Keeps clients confident without consuming delivery time.
Internal Knowledge Management
Post-session documentation, lessons learned capture, and skill/platform knowledge updates. Feeds future proposals and avoids re-learning.
Where UNO Sits: UNO Chicago is currently in Phase 9 (Final Delivery + Handoff) — Training session March 25. Retainer pitch at close.