ORIGIN Onboarding Tests
Act 05, How we sell Section 11 of 13

How a client pays is agreed before work begins, and it protects both sides. Know our terms, and the few contract points every team member should understand.

50%Down payment we always aim for on service work
6Months in advance we aim for on retainers
2Ways a contract counts as signed
See the terms
Part 1

Our payment terms

Service workWe always aim for a 50% down payment.
RetainersWe aim for six months paid in advance.

This protects the client before anything. An engagement that is funded gets a committed team and an unbroken timeline. It protects ORIGIN too, because experts and suppliers are paid as the work happens.

The payment schedule is part of the proposal the client signs. It is not a favour, and it is not reopened later to keep a client comfortable.

A client asks to "skip the down payment this once, we always pay". What do you do?

Do not answer it yourself.

In practice

A client asks to "skip the down payment this once, we always pay". Do not answer it yourself. Thank them, and take it to your Team Lead the same day.

What we can shape with a client

The phasing of the scope, such as starting with an audit.

Delivery dates, within what quality allows.

Who from their side attends which meeting.

What we do not trade away

Our three levels of governance, from Act 03.

Our quality standards.

The recording of every meeting.

Remember

Aim for half up front on service work and six months in advance on retainers. The schedule is part of the deal.

Part 2

Four contract points to know

PointWhat to know
What counts as signedTwo ways. Our proposal and the contract, signed by both sides. Or our proposal signed by the client as well, together with their purchase order, the client's formal document ordering the work.
OwnershipThe client owns the deliverables once everything is paid. ORIGIN keeps its own methods and frameworks.
ConfidentialityAn NDA, a non-disclosure agreement, is signed before we share how we work.
SignatureLegal reviews every contract before it is signed (Act 01). The CEO signs every contract. There are no exceptions and no minimum value.

A contract of small value is ready to be signed. Who signs it?

Legal reviews it first, and the CEO signs.

Remember

The CEO signs every contract. There are no exceptions and no minimum value.

Your part

Before you move on

Three questions before you move on. Type your answer, send it, then check it.

Your answers stay on this device.

1What payment terms do we aim for?

The answerA 50% down payment on service work, and six months paid in advance on retainers.

2A client asks to skip the down payment "this once". What do you do?

The answerDo not answer it yourself. Thank them, and take it to your Team Lead the same day.

3When does the client own the deliverables?

The answerOnce everything is paid. ORIGIN keeps its own methods and frameworks.

Answer all three and this section is yours.
ORIGIN

The schedule is part of the deal.

Next: the CRM is the record.

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