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What your client sees

Previous: Estimate · Approved Current: Onboarding
Prepared by
Northstar Consulting

Business Modernization

Prepared for Acme Labs

A practical plan to improve systems, processes, and priorities.

Welcome

Everything needed before kickoff, in one place.

What we need from you

  • Key contacts and decision makers
  • Current tools and process notes

Approved estimate summary

Estimate v2 · Approved

Total: $8,475

Next step

Discovery workshop — Thursday at 10:00 AM

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Update privately. Publish when ready.

Scattered files

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nyrah.app/p/acme

EstimateApproved
AgreementSigned
OnboardingCurrent
Project updateNext

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Estimate

Scope, price, and terms.

Line Item Qty Rate Total
Process and systems review 1 $3,500 $3,500
Modernization roadmap 1 $2,500 $2,500
Implementation planning 1 $1,500 $1,500
Subtotal $7,500
Tax (13%) $975
Total $8,475
Valid until Nov 30, 2026

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Current shared page
Updated 2 hours ago

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Jane Client
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Modernization plan review

Review the plan and comment where needed.

1
Jane Client Feedback on this section

Could we move customer onboarding ahead of reporting?

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