Plan Medicare SOW - Action Checklist
Date: February 2, 2026
Status: Ready to Send
✅ Pre-Send Checklist
- SOW pricing updated ($15K/month × 3 months)
- Platform references removed
- Scope focused on direct Gmail integration
- Extension language added
- Pre-flight checklist reviewed
- Final SOW review - Quick read-through for any typos
- Export SOW - Convert to PDF or Google Doc
- Update HubSpot - Follow HUBSPOT_UPDATE_GUIDE.md
- Review email - Check EMAIL_TO_SEND.md
- Get email addresses - Confirm Brian and Jessica’s emails
📧 Send Email
- Copy email from EMAIL_TO_SEND.md
- Attach SOW PDF/Doc
- Send to Brian and Jessica
- BCC yourself for records
- Set calendar reminder: Follow up in 3 days (Feb 5)
🔄 Post-Send Actions
- Update HubSpot deal stage to “Proposal Sent”
- Add activity note in HubSpot: “SOW sent Feb 2, 2026”
- Create follow-up task for Feb 5
- Log in WIN_LOSS_TRACKING.md (when outcome known)
📞 Follow-Up Plan
Day 1 (Feb 3):
- Check if email was opened (if tracking available)
- No action needed unless urgent question
Day 3 (Feb 5):
- Send follow-up email if no response
- Offer call to walk through SOW
- Ask if they have questions
Day 7 (Feb 9):
- If still no response, check in via Slack or phone
- Offer to adjust timeline or scope if needed
📋 Files Reference
- SOW: Keep under
knowledge/sales/leads/plan-medicare/or the client’s vault folder (not a machine-local Downloads path). - Email Template:
knowledge/sales/leads/plan-medicare/EMAIL_TO_SEND.md - HubSpot Guide:
knowledge/sales/leads/plan-medicare/HUBSPOT_UPDATE_GUIDE.md - Summary:
knowledge/sales/leads/plan-medicare/SOW_REVIEW_SUMMARY.md
Next Action: Update HubSpot deal, then send email