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Tool Gate · How it works

How the gate works

How the Client-Onboarding Runway gate works

This tool grades a new client's onboarding before you schedule the kickoff. It scores 6 weighted controls into a 0–100 number — then a gate that can only make the verdict worse.

The 6 weighted controls

01Signed agreementgate · unsignedwt 20
02Deposit / first paymentwt 18
03Scope & deliverables confirmedwt 18
04Access & credentialswt 16
05Primary contact & comms channelwt 14
06Kickoff scheduledwt 14
GO
score 80+
ALMOST
score 55+
NOT READY
below floor
HOLD KICKOFF
a blocker below ready
Kickoff-blocker · worsen-only

A blocker item below ready — no signed agreement, no deposit, or unconfirmed scope — holds the kickoff regardless of the readiness score. You can't start work you haven't been paid for or scoped, however ready everything else looks.

80/100
HOLD KICKOFF

Why: Deposit, scope, access, and the kickoff slot are all set — the readiness score is 80, which reads GO. But there's no signed agreement (a kickoff-blocker at 0): the gate holds the kickoff. You can't start billable work on an unsigned agreement, however ready everything else looks, so the verdict is HOLD KICKOFF.

Fix firstSigned agreement is at 0 — get it signed before scheduling anything. You can't kick off billable work on an unsigned agreement no matter how ready the rest of onboarding is.

A high score didn’t save it. The score is context; the gate is the answer — and it names the one thing to fix first. Your own onboarding checklist, scored offline. Not legal advice — confirm your own contract requirements.