The seven documents behind your sprint.

Sprint closeout package — index

What's in the folder and what each file is for.

Quote-to-invoice workflow map

The full quote-to-invoice workflow, stage by stage.

Dashboard and data model

How the dashboard is laid out and what the seven tables hold.

Jim handoff playbook

What Jim can decide, what needs your approval, and the daily rhythm.

Practical AI workflows

All six AI workflows in writing, with inputs, outputs, and guardrails.

Next-phase roadmap

What Phase 2 could look like. Reference only — no commitment.

Technical brief (for an engineer)

Written for an engineer to read. Not for Lance.