Client Systems
Client proposal template: what must survive the yes
After yes, the proposal is only as good as what lands in the workspace. Capture deal ID, proposal link, in-scope, out-of-scope, investment, and payment terms on the Client Systems project so delivery is not guessing.
Fields that must transfer
Engagement name, deal ID, proposal ID or link, total investment, payment terms, in-scope, out-of-scope, success metric, hard nos, and the three risks sales already knows. Handoff stores commercial notes, payment notes, and scope promises.
If it was promised on a call and it is not on the handoff, it is not in the engagement. That rule lives in Client Systems — not in a Notion proposal gallery.
Next on the path
Welcome waits for handoff Complete. Onboarding is the seeded board. This page is not an SOP writer and not a template marketplace.
FAQ
What is SOP Mojo Client Systems?+−
Client Systems is the workspace you run after the client says yes: proposal facts into a record, welcome draft, sales-to-delivery handoff, then onboarding. It is client onboarding systems for SMBs at clients.sopmojo.com. It is not AI SOP Writer, not a Notion template marketplace, and not ClickUp.
Is this a Notion or ClickUp template?+−
No. You do not duplicate a Notion doc or a ClickUp list. You invite teammates and run the client path in this workspace. The $39 Client Systems Kit is the blueprint; this app is where it runs.
Is Client Systems the same as AI SOP Writer?+−
No. Client Systems runs the client after yes. AI SOP Writer drafts standard operating procedures at writer.sopmojo.com. SOP Builder Pro is the living SOP system at builder.sopmojo.com.
What does the Client Systems Kit cost?+−
The kit is $39. That is the kit, not a workspace subscription or a seat plan. Start free in the Client Systems workspace; buy the kit when you want the packaged blueprint.
More from Client Systems
Client onboarding after the yes — not a copied workspace
Client onboarding in SOP Mojo Client Systems: after yes, run intake, handoff, access, and the board in the browser. Not Notion, not ClickUp, not SOP Writer.
Client onboarding checklist: 31 tasks after handoff, not a Notion list
The Client Systems onboarding checklist is a 31-task board — pre-kickoff, kickoff day, week 1, stabilize — seeded when sales-to-delivery handoff completes.
Client welcome pack after handoff, not after the signature
Client Systems generates a copyable welcome draft when sales-to-delivery handoff completes — kickoff, success metric, leads, access deadline. Not a Notion welcome page sent too early.
Client intake form: the record after yes
The Client Systems intake form becomes the client record after yes — identity, outcomes, brand kit, access, commercial facts. Not a Typeform that never reaches delivery.
Sales-to-delivery handoff is the gate after yes
Sales-to-delivery handoff in Client Systems: both account lead and delivery lead confirm before the onboarding board seeds and the welcome draft appears.
Client Systems Kit — $39 blueprint, workspace to run it
The Client Systems Kit is $39. Start free in the Client Systems workspace to run proposal → welcome → onboard. Not a Notion kit. Not SOP Writer.
How Client Systems works after yes
How SOP Mojo Client Systems works: start free, intake after yes, dual-confirm sales-to-delivery handoff, seeded board, access SLAs.
Client Systems FAQ
FAQ for SOP Mojo Client Systems: after-yes client path, not SOP Writer, not Notion or ClickUp, kit $39, Writer and Builder Pro bridges.
After yes
Start free in the workspace. Get the $39 Kit. Bridge to Writer and Builder Pro.
Client Systems is the client path after yes — proposal, welcome, onboard. It is not SOP Writer and not a Notion or ClickUp template marketplace.