Model delivery SOP

The delivery flow

1. Client pays (order form / EDD checkout).
2. Justin delivers the model file by email. Same-day if the client responded quickly during scoping.
3. The structured new-buyer onboarding email goes out.
4. 1 hour of complimentary setup help is scheduled to walk through the client’s first project together. Most first projects complete inside that hour.

New-buyer onboarding email

Sent to every new model buyer. Covers:

1. Macro-enabling instructions (Windows: Properties > Unblock; Mac: Trust access to the VBA project object model).
2. How to navigate the model (Inputs sheet, hyperlinked Table of Contents, scroll shortcuts).
3. How to enter a first project (left-to-right on the Inputs sheet, fill the blue cells).
4. Walkthrough-video link and the Excel 365 desktop recommendation.
5. The support tiers (free tech support, hourly help, customizations, OM prep).
6. The referral program ($100 per converted referral).

NEEDS JUSTIN

The canonical full text of this onboarding email is not in the repo (the source note points to a draft file). Paste the current approved email text here so it is the single reference, and note where the sendable copy lives (email template, EDD receipt, etc.).

What “delivered” includes

• The model file (Excel 365 desktop, macro-enabled).
• A 20-minute walkthrough video for that model.
• 1 hour of complimentary setup help.
• Free ongoing technical support for the life of the license (see Support SOP).

QA before sending

NEEDS JUSTIN

There is no written pre-send QA checklist in the repo. Capture Justin’s actual pre-delivery checks here so delivery is repeatable if Megan ever has to send a file. Likely items to confirm with him:

• License/expiration set correctly for the term sold? _______
• Correct segments/add-ons enabled for what the client paid for? _______
• File named with safe characters only (no * ?; breaks macros)? _______
• Walkthrough video link correct for this model? _______
• Onboarding email attached/queued? _______

Turnaround expectation

“Often same-day if the client responds quickly.” There is no published delivery SLA and the bot is explicitly forbidden from promising delivery dates. Timing is confirmed on the scoping call, not committed in advance.