Client process
Proposal work moves fast. The administration around it should not feel improvised. Here is the path from the first review through scope, signatures, payment, intake, and follow-up.
The engagement path
A prospect does not pay before the work is understood. A client does not send sensitive files before the handling path is approved. Each step clears the next one.
We review the public opportunity, timing, expected role, and support need. The answer may be a proposal engagement, a smaller strategy assignment, or a no-bid recommendation.
A written next step and the information still needed to scope the work.
We define the work, schedule, responsibilities, review cycles, and exclusions around the actual pursuit.
A fixed scope and fixed price in writing before work begins.
The service agreement is sent for electronic signature. An NDA and a data-handling plan are added when the engagement actually requires them.
Signed terms, clear ownership, and approved information-handling boundaries.
A private hosted invoice or payment link is issued after the scope is accepted. Card and bank information stays with the payment provider.
A receipt, invoice record, and clear payment status without card data touching this website.
The client receives a service-specific checklist for contacts, public opportunity details, schedule, roles, existing content, and approved access methods.
A usable kickoff packet instead of a second round of vague discovery.
The kickoff confirms owners, milestones, reviews, decisions, and communications. Follow-up is tied to dates and actions, not a generic drip campaign.
A working schedule, named owners, and the next decision already on the calendar.
Clean boundaries
Hosted, invitation-only services are the better home for payment, signatures, billing records, and approved client material.
Entered only on a private page hosted by the payment processor. Sarus Strategy's public site does not collect card or bank credentials.
Collected through an invitation-only electronic-signature service with a dated agreement record.
Shared only after access, authorization, and handling procedures are approved. The public intake never accepts uploads.
Invoices, receipts, due dates, and reminders stay connected to the engagement instead of living in unrelated email threads.
The simple version
The first public form is only a fit review. Any engagement begins after the scope, price, agreement, and information-handling path are confirmed in writing.