Building now
- Founder profile and service boundaries.
- Readiness call process.
- Microsoft 365 and Google Workspace review procedures.
- Cyber insurance readiness worksheet.
- Security and client data handling principles.
- Responsible AI use principles.
Evaluating next
- CRM and booking workflow.
- Lead magnet delivery and nurture process.
- Trust center content.
- Vendor partner badges and certifications that can be truthfully claimed.