Cashflow Partners

The deal in short

Jared closes. We both deliver.

Jared closes the deals. Both of us deliver, and every project gets its own analysis of the work and a scope statement that divides it between us. Every idea below is its own page: open it, read it, tell me what you think.

4Ideas to choose from

JaredCloses, partners, delivers his share

JoshBuilds, delivers his share

Up frontPaid before work starts

How every project runs

Analyze first. Then split the scope.

Jared closes, but we both deliver. So before any project starts, it gets two things: an analysis of the work, and a scope statement that divides that work between us. Same routine for every idea below.

Analyze the workWhat the client needs, what it takes, what could go wrong

Break it into piecesSmall enough that one person clearly owns each

Mark each piece Jared or Josh, so each piece has a clear owner

Estimate itHours and dates for each piece, and where one hands off to the other

Both approveNothing starts until we both say yes to the statement

The analysis of work

A short write-up per project. What was sold, what the client expects to get, the steps to deliver it, how long each takes, and the risks. Written once the deal closes, before anyone starts.

The split scope statement

One page per project. Every piece of work listed, each marked Jared or Josh, with hours, dates and handoffs. It is how we both know who is doing what, and it can be adjusted as the project moves.

Still to decide

Open questions

Scope statement template. The one-page format we fill in for every project.
Payment handling. Who collects the money.
Client ownership. Who owns the relationship after the audit.
Lead sourcing. Jared finds his own prospects, or I hand him a list.
Lead-gen costs. Who covers the first site.
Cash Influx kickoff. Start date, which lead lists go in the sheet, and who we hire to fulfill.
First industry and market. Phone repair in Calgary or Salt Lake City, or something else.
Fulfillment partner terms. What shops bill us, and how overflow work is handed over.
Trial run. Three deals under this setup, then we look at hours, money, and how it felt.

Jared closes.
We both deliver.
We get paid.

Jared closes. We both deliver.

Analyze first. Then split the scope.

The analysis of work

The split scope statement

Pick where we start

Audit & Assessment

Dominate a category

Cash Influx Project

Content together

Open questions

Twenty minutes. One call.