Make kickoff the moment the project becomes operable.

Design the handoff before automating the reminder.

Automation can create records and send predictable prompts, but it cannot repair an ambiguous promise, missing owner, or unresolved exception.

Run this sequence with one real engagement, record where human judgment enters, and automate only the stable parts.

Reconcile the proposal, contract, and deposit

Record the source evidence, accountable owner, completion condition, and next action before the workflow advances.

Name the client and internal decision owners

Keep exceptions visible and human-owned instead of allowing an automation to record a result that did not happen.

Confirm outcomes, scope, exclusions, and acceptance

Record the source evidence, accountable owner, completion condition, and next action before the workflow advances.

Set milestones, dependencies, access, and working rules

Keep exceptions visible and human-owned instead of allowing an automation to record a result that did not happen.

Publish the first status and next actions

Record the source evidence, accountable owner, completion condition, and next action before the workflow advances.

Final checklist

• A verified source record for the transition
• One accountable owner
• A visible completion condition
• A named exception path
• A client-safe communication step
• A durable next action and due date