A new client decides in the first month whether the work was worth buying, and a vague handover makes that decision harder. This template turns the sale into a shared plan: goals and success measures, milestones with owners on both sides, the inputs the customer must send, training and the go-live review. It is written so the customer's team can use it without asking the seller.

The sample is for Dovecote Trading, a fictional services firm onboarding Cedar Lane Studio over 59 days. Its dates, budgets and match rates are sample data: 98 percent of records matched on import and a target of 60 percent of users active by day 30. Replace the goals, milestones and contacts with your own, and confirm the go-live date with the customer in writing.