ClearGlass Inc. uses a controlled onboarding sequence: qualify, contract, bill, activate, and review.
| Stage | Exit criteria | Owner |
|---|---|---|
| Qualified | Budget, decision-maker, need, and timing confirmed. | Founder |
| Contract | Agreement sent and accepted. | Founder |
| Payment | Deposit or first invoice paid. | Finance |
| Activation | Kickoff call complete and delivery workspace opened. | Delivery lead |
| Review | Quarterly review and renewal decision logged. | Founder |
No contract, no kickoff. No payment, no access. No signed scope, no custom work.