Project playbook
Give everyone one clear next step.
Start with one deal. Upgrade when Dealokr becomes your default workflow becomes easier when the terms, expected action and proof stay together. Start with these three decisions before the project moves forward.
- 1
PrepareBring together the scope, relevant version, person expected to respond and the date that matters.
- 2
Prompt the actionPresent one clear action: pay through the provider, review a preview, approve, request a revision or confirm handoff.
- 3
Record itKeep the status, response and next action alongside the project terms.