ARETE EXCELLENCE SPRINT — CLIENT INTAKE CHECKLIST

Select one primary team and one core sales motion for the first 30-day Sprint.

1. Internal ownership
- Executive sponsor
- Working owner
- Content approvers
- Security / privacy contact where relevant

2. Selected library assets (up to 50)
- Winning proposals or proposal sections
- Approved customer answers
- Proven processes or checklists
- Onboarding / handover plans
- Case studies and supporting proof

3. Playbook evidence
- 8–15 selected won deals
- 3–8 strong proposals
- Selected customer-retention or onboarding evidence
- Existing sales guidance or playbook
- Known limitations, exceptions and compliance requirements

4. Data minimisation
- Remove information that is not needed
- Redact personal or commercially sensitive details where possible
- Confirm the company is entitled to use each source
- Agree access and retention rules

5. Kickoff questions
- Where does the team repeatedly start from scratch?
- Which sales motion should become more consistent?
- What does “proven” mean in this company?
- Who can approve a new company standard?