Close First Client

Close Your First Client

This view turns the selected lane into a clean close checklist so the user can confirm scope, price, and client details before delivery starts.

Close First Client

Current playbook lane

A higher-urgency service lane for clients who need help understanding penalty issues and the first recovery steps.

BIR Penalty Fix

Difficulty

Advanced

Expected earnings

PHP 6,500

Clients needed

2

Issue boundaries are defined

Confirm the client understands this is a guided first-response engagement.

Urgency and rate are aligned

Set the PHP 6,500 starter range and note whether extra review may follow.

Core documents are requested

Capture the notice, prior filings, and the client's timeline concerns.

Next Move

Continue the playbook flow

Each screen moves the user from a narrow offer idea into real outreach, conversion, delivery, and income tracking.