Assets Master Checklist (v2)
Sales
- ORB one-pager
- Outreach scripts (email + LinkedIn)
- Booking link
- Referral program blurb
Delivery
- Intake form
- Access checklist
- Evidence checklist
- Folder structure
- Notion project template
- Meeting agendas (kickoff, mid-check, readout)
- QA checklist
Deliverables templates
- Exec summary template
- Risk register template
- 30/60/90 plan template
- Maturity scorecard template
- Restore runbook template
GTM: LinkedIn
- Sales Navigator lists (accounts + leads)
- Daily cadence SOP (30–45 minutes)
- MSP partnership outreach message