Programmatic Handoff — Sales → Fulfillment SLA

Mockup for review

The record of truth for a programmatic engagement. Sales collects and verifies every field with the client, signs off, and this becomes the fulfillment brief. Whatever is entered here is what gets built. Fields marked Confirm depend on the Path3 input spec and are placeholders for now.

Engagement

who + when

Engagement ID Auto-generated in GHL; editable.

Handoff date *

Sales owner *

Account type *

Client PMG Sponsor

PMG sponsor accounts trigger the motorsport variant + Nick's final creative sign-off.

Buyer type *

Direct client Agency reseller

End advertiser * Whose product/service the ads promote.

Agency (buyer)

Requested launch date *

Standard: ~30 days from completed onboarding to launch. Copy & creative can bottleneck — protect the buffer. Overdeliver, don't overpromise.

HEADS UP requested launch is under 30 days from handoff. Confirm creative turnaround can hit it before committing the client.

Targeting / ICP

who the campaign reaches

Client ICP *

Target job titles / roles * Confirm · taxonomy

Account list delivery * Confirm · format

Approx. list size Confirm · minimum

List / audience links + notes

Existing audiences (retargeting)

Exclusions

Creative / Content

what the campaign shows

Creative status *

Client-provided Adapt existing Supplier to create

Asset links Confirm · specs

Brand guidelines link

Landing destination URL *

Copy direction / key messages *

Do-not-say / compliance

Landing page owner * Confirm

Tracking & Lead Routing

in-house stack · where leads land

Primary lead recipient — end client * The end advertiser's designated contact. This is who receives every lead.

Agency BCC email Reseller deals — agency is BCC'd, not primary.

Conversion action *

Technical contact who applies tracking *

Client agreed to apply our tracking codes * Yes — they'll place the GA4 / GTM / pixel codes we provide.

Tracking status Updated at onboarding

In-house tracking: ops issues the GA4 / GTM / GHL / pixel codes → Tyler submits them at onboarding → client or agency applies them → ops test-fires to verify before launch. Leads route to the end client first; the agency is BCC'd for proof. Client logs leads in their own CRM — no integration provided.

Context & Success

what "good" looks like

Client offer *

Funnel stage / goal *

Definition of success *

Expectations set * Client understands this is pipeline & presence over time — not week-one leads.

Media & Budget

client-funded, separate from fee

Monthly media budget (client-funded) * Confirm · min

Meets minimum-to-perform? *

Media spend is funded directly by the client/agency and is separate from the management fee. Sales never touches ad dollars under the current model.

Sign-off gate

// nothing reaches fulfillment until this is cleared

Account / contact list is clean, correctly formatted, and meets minimum count.
Job titles are usable and map to the platform taxonomy.
Creative meets channel specs; brand rules and exclusions captured.
Landing destination is live and correct.
Offer, funnel stage, and success definition are coherent and realistic.
Budget meets the minimum-to-perform threshold.
Primary lead recipient set (end client); agency BCC captured on reseller deals.
Tracking: technical contact named, client agreed to apply our codes, test-fire will confirm before launch.
Launch date respects the 30-day standard from onboarding.
Account type set — PMG sponsors flagged for the motorsport variant + Nick's sign-off.

I have collected and verified the above with the client. This package is accurate and complete, and I approve it for fulfillment handoff.

Signed by *

Date *

Sales → Fulfillment Handoff

Engagement

Targeting / ICP

Creative / Content

Tracking & Lead Routing

Context & Success

Media & Budget

Sign-off gate

Fulfillment handoff package