Course 11 · Lesson 14 of 14
Open items that move the register
- Ready to take money (D29). John confirms the gate before any payment: Terms of Service published; the payment route works (CM21); fair use wording (CM20) is in the terms buyers sign (until then say only "no surprise bill").
- D1. The engagement and outputs rules change when Karl reports; E2 and E4 may go RED. Dom to list what each output contains.
- D10, D12, D13. H10, WA3, WA4, PB9. D8: Holly defaults confirmed (Alex, 19 October 2026); Dom to confirm "per person" versus "per surface" and whether Auto-publish is live at launch (H23).
- D9, D11, D15, D18, D19, D20, D21, D23. H14; H21; CM19; CM11, CM18; CM14; confidentiality rule 7; CM15; H15.
- Facts to confirm. Naming Alexander Lyons Solutions (P1) to partners: Alex to confirm. Consent for P3; re-confirm Alex's figures (P7, P8) before print. Company page route (PB12) before the AMBER price in CM3 can be quoted. Product wording: Dom's document says "leads", "hot leads" and "approve, ask for changes or reject", so product copy needs aligning with the engagement rule and Approve and Dismiss. The site and the privacy policy's "for professional services firms" need fixing.
- Held by John Cooper: insurance (C13) and the data processing agreement's wording. Route any question on either to John.
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