Course 06 · Lesson 21 of 21
Open points
- The master ladder is pasted from Discovery and demo: check the shortcut three (Q2, Q8, Q14) still matches after any change there.
- D1, D3, D4: GREEN engagement wording only; the NDA rule stands; sellers do not offer the Founding Design Partner programme.
- D15, D28, D17 (law firm example): seats added later follow the account's band; the pilot's shape, the rollout treatment and invoice terms are pending, and Alex or John decide before any pilot is offered. Sending the legal pack waits on D27. D30: until decided, law firms buy at the one open band. D16, D18, D19: no discount codes; interim contract wording; no commission figures.
- D20: Karl to confirm the PECR, TPS and CTPS points, the 28-day screening practice, the Scottish partnership and soft opt-in wording, the privacy-notice line and whether a short legitimate interests assessment per campaign is enough.
- John to confirm checkout works end to end before the self-serve line is used; Dom to confirm company page publishing before the company page price is quoted.
- Whether an approver who never posts needs a licence; whether the team results page shows per-person posting counts; activation and habit definitions are planning hypotheses to validate on early cohorts.
- Neil Flannery's CRM needs fields for every SPICED line, stage, next step date and reason code.
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