Days 1-2: Scoping

Day 1 opens with the sponsor scoping call and the kickoff email. Day 2 closes with a signed SoW and a data-room request list issued to the seller’s adviser.

§ 1.1Day 1 outputs

• Scoping call notes
• Draft SoW
• Initial chapter scope agreed verbally

§ 1.2Day 2 outputs

• Signed engagement letter
• Data-room request list issued
• Kickoff meeting with target management scheduled

§ 1.3Use the scope-to-email tool

See /scope/ for the tick-and-paste builder.