Prepare a delivery brief that reconciles the signed commitments with the estimate, schedule and sales context.
Supply the signed contract or SOW and the estimate behind it. Include sales notes, emails and buyer requirements where available.
Use this brief to transfer a signed services deal from sales to delivery before kickoff. It brings together what the buyer has contracted, what the estimate allows for and any additional expectations recorded during the sales process.
The delivery lead gets a sourced summary of scope, resources, milestones and commercial obligations, with discrepancies and unresolved commitments called out. A first-two-weeks checklist identifies what needs confirming before delivery depends on it.
With Estii
Estii keeps scope, effort, pricing and schedule in one deal, with saved versions your agent can match to the signed agreement. Your agent can compare that model with the contract and sales notes to identify delivery gaps and unresolved promises. The team starts with the basis used to price the work and a clear account of where commitments differ.
Already using Estii? Give this prompt to your agent to run against your deal through the Estii CLI.
Calculate the cost of delivery delay and the weeks of slip a phase can absorb before margin falls below your minimum.
PricingDelivery
Find buyer requirements and delivery obligations with no clear allowance in the scope or estimate before committing to a price.
ScopingPricing