SGL Job Margin Control — Client Kickoff & Data Readiness
Provide your company details, selected tier, scope reference, and operational data readiness so SGL can confirm the agreed scope before work begins.
Client and Approved Scope
Company Name
*
Decision-Maker Name
*
First Name
Last Name
Professional Email
*
example@example.com
Selected Tier
*
Margin Clarity — $2,500; up to 40 jobs, 1 estimating model, 1 dashboard, 1 training, 21-day target after data readiness, 30-day 2-hour correction
Margin Control — $5,000; up to 75 jobs, 2 models, enhanced dashboard, 2 trainings, 21-day target, 30-day 3-hour correction
Margin Command — $7,500; up to 120 jobs, 3 models, executive dashboard, 3 trainings, 30-day target, 45-day 6-hour correction
Shopify Order Number (if already paid)
Written Scope Reference
*
Operational Data Readiness
Business Service Categories
*
Completed Jobs with Usable Quoted and Actual Cost Data
*
Available Data Fields
*
Quoted revenue
Estimated labor
Estimated materials
Estimated subcontractor costs
Actual labor
Actual materials
Actual subcontractor costs
Job dates
Record Period Covered
*
Number of Service Categories
*
Primary Existing Software
Please Select
Spreadsheet software
Accounting software
Job or project management software
Field service management software
Custom or in-house system
Other
Training and Access
Training Attendee Count
*
Time Zone
*
Please Select
Eastern Time (ET)
Central Time (CT)
Mountain Time (MT)
Pacific Time (PT)
Alaska Time (AKT)
Hawaii-Aleutian Time (HAT)
UTC
Other
Preferred Training Window
*
Please Select
Weekday mornings
Weekday afternoons
Weekday evenings
Flexible
Authorized Access Method
*
Company-managed single sign-on
Individual named accounts with role-based access
Temporary role-based access
Screen share without granting system access
Other
Secure Next-Step Method
*
Please Select
Secure client portal
Organization-approved encrypted email
Scheduled phone or video call
Other
Approvals and Acknowledgements
Work begins only after SGL explicitly confirms data readiness and the agreed scope.
Do you approve the cost definitions for this engagement?
*
Yes
No
Do you acknowledge that the required data and operational inputs are ready for review?
*
Yes
No
Do you acknowledge the agreed exclusions for this engagement?
*
Yes
No
Do you consent to SGL processing operational data solely for the approved engagement?
*
Yes
No
Submit
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