Engage · Free checklist
The Proposal-to-Cash Checklist
Most practices lose days between a client saying yes and a signed engagement letter. This checklist closes the gap: catalogue, proposal, letter, signature, renewal, on one working document you can run this week.
Inside the checklist
- The five stages from a client saying yes to the money arriving
- Service catalogue hygiene, so pricing stops starting from scratch
- What a same-day proposal needs, and why one pricing engine matters
- The engagement letter without the yearly rebuild
- Signature-to-cash and renewal checklists you can run this week
Get the checklist
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Download it below and start with Stage 1, the service catalogue.
Download the checklist (PDF)Why this exists
Engage is the proposal-to-cash flow in one place: a priced proposal built from your service catalogue, then the branded engagement letter out for e-signature off the back of it, with no separate DocuSign subscription. Renewals stay compliant and renewal-ready instead of being rebuilt each year. The checklist works without it. It just goes faster with it. See Engage or start the 7-day free trial from the website.