01
Choose a workflow after naming the decision.
A useful deal makes the next decision explicit: what must be accepted before work starts, a payment step is completed, another phase opens or final assets are released.
Keep the outcome, relevant version and next step attached to the same deal record.
02
Keep one record across the whole project.
Terms, provider payment status, review versions, revision requests, approvals and handoff belong in the same readable history.
Keep the outcome, relevant version and next step attached to the same deal record.
03
Pick a route, then return to the deal.
Every solution leads back to the same essentials: outcome, scope, decision owner, payment step, review route and final handoff.
Keep the outcome, relevant version and next step attached to the same deal record.
