sow-draft

name

sow-draft

description

Drafts a milestone-based Statement of Work for a Unite-Group client. Verifies the client's ABN + GST status via the ABR public lookup, lays out 4-7 milestones with deliverables and deposit %, outputs Markdown + a machine-readable sow.json ready for `stripe-milestone-invoice`. Use when the user says "draft SOW", "scope of work", "write the milestones for", "proposal for {client}", or after the `discovery-12q` flow finishes.

SOW Draft

Generates the legally-defensible, GST-correct, milestone-shaped SOW that gates every Unite-Group client engagement.

When to invoke

• "draft SOW for {client}"
• "scope of work for {client}"
• "write the milestones for {client}"
• "proposal for {client}"
• Immediately after a discovery questionnaire (12-Q via ContextBot) completes

Pre-flight inputs

Input	How to obtain
Client legal entity name	discovery-{client}-{date}.json or project_{client} memory
Client ABN	ABR Lookup — https://abr.business.gov.au/Search/ResultsActive?SearchText={name}
Client GST status	ABR Lookup — extract Goods & Services Tax (GST): Registered from {date}
Service Provider entity	Unite-Group Nexus Pty Ltd, ABN 95 691 477 844, GST registered
Engagement type	"Build" / "Retainer" / "Workshop" — defaults to Build for first engagement
Total budget bound (AUD)	From discovery budget_max field; if missing, ask Phill (one question only)

Steps

1. ABR verify both parties. Use Chrome MCP if signed in, else hit the public search HTML and regex out the 11-digit ABN + GST date. Capture: entity name, ABN, ACN if present, GST start date, state + postcode. Both parties MUST be GST registered — if client isn't, surface that as a billing-structure question BEFORE drafting.
2. Load the template. The canonical milestone shape is in [[playbook-client-onboarding-7stage]]. Copy the structure (Parties → Background → Scope → Payment Terms → Acceptance → Change Requests → Timeline → IP → Confidentiality → Compliance → Termination → Liability → Disputes → Governing Law → Signatures).
3. Generate 4-7 milestones. Defaults to 4 for a build (Discovery & Architecture / MVP Build / Integrations & Launch / Stabilisation & Handover) but expand if the discovery surfaced 6+ distinct workstreams. Each milestone:
   • Name + day window (e.g. "Days 0–14")
   • 4-6 concrete deliverables
   • Acceptance gate
   • Payment trigger (deposit upfront, Net 7 thereafter)
   • Suggested AUD range — DO NOT invent specific dollar amounts; mark every fee as $<TBD> and surface a Pre-send Phill checklist at the end of the document for him to fill
4. Emit two artefacts:
   • ~/pi-seo-workspace/unite-group/docs/sows/sow-{client}-{YYYY-MM-DD}.md (signable document — same structure as duncan-itr-platform-sow-2026-05-14.md)
   • ~/pi-seo-workspace/unite-group/docs/sows/sow-{client}-{YYYY-MM-DD}.json (machine-readable hand-off for stripe-milestone-invoice):

     {
       "client": {"slug": "...", "legal_entity": "...", "abn": "...", "gst_registered": true, "contact_email": "..."},
       "service_provider": {"entity": "Unite-Group Nexus Pty Ltd", "abn": "95691477844"},
       "currency": "AUD",
       "gst_handling": "exclusive",
       "milestones": [
                ...    
         ...
       
        
     
     

5. Hand-off prompt. End the response with a [[always-recommend]]-compliant recommendation that points at the next move (typically: "Fill the 4 milestone amounts in Pre-send Phill checklist, then I'll run stripe-milestone-invoice to mint the deposit Payment Link.").

Constraints

• NEVER invent dollar amounts. Phill fills these — they're commercially sensitive and per-client.
• NEVER skip ABR verification — false ABN = invoice rejection + ATO compliance risk.
• GST exclusive is the default for both parties registered — invoice line items show net + GST line added by Stripe Tax. If the client isn't GST registered, flag this and ask Phill whether to charge inclusive or absorb 10%.
• AU jurisdiction (QLD law) defaults. Override only if the client SPECIFICALLY requests another state.
• Liability cap = 6 months of fees paid. Don't increase without Phill saying so explicitly.
• Match the structure of the Duncan SOW exactly — Phill has already approved that shape (docs/sows/duncan-itr-platform-sow-2026-05-14.md).

Output

End with [[always-recommend]]-compliant recommendation. Example:

✅ SOW v1 drafted at docs/sows/sow-{client}-{date}.md — both ABNs verified, GST handling exclusive, 4 milestones over 86 days. Awaiting your 4 milestone $ amounts in the checklist. Once filled, I run stripe-milestone-invoice and Duncan gets the deposit Payment Link in 2 minutes.

Related

• Playbook: [[playbook-client-onboarding-7stage]]
• Template reference: docs/sows/duncan-itr-platform-sow-2026-05-14.md
• Next skill in chain: [[stripe-milestone-invoice]]
• Memory: [[project-duncan-perkins]] for milestone-pace reference