Resources
White-label project worksheet
Use the rows to choose a service, map who delivers it, and record how work and approvals pass between teams.
Notes stay in this tab. Download the CSV to keep a copy.
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Record the client request, intended outcome, current in-house capacity, and information already supplied. Mark each item as confirmed or still an assumption.
For this service, note the delivery owner, required inputs or access, review steps, client-approval owner, deliverables, and reporting cadence.
Record who communicates with the client, what can be branded or disclosed, permitted data access, escalation contact, and how quality concerns are resolved.