The independence check, the options page, and the closing notes, all drawn from the engagement itself.
Drop the client file here, or click to choose
surname-ordered-client.json
ORDERED · HANDOVER
The session
Ninety minutes. Walk-through of the Handbook (40), the live tasks below with the client at the keyboard (40), the close (10).
Independence check
Candidates generated from this client's actual inventory. Pick three. If a task stalls, that is what the session is for: note it, reinforce it, run it again.
Options page
Only what this client is genuinely a candidate for, with the reason shown. Nothing further is always the first option, and a real one. Prices stay editable.
Graduation note
Sent the day after handover. Edit in place; Copy takes it to the clipboard.
Thirty-day note
The options page prints client-facing; the session sheet is yours.