Revenue Workflow Checklist
Fortunes Fortuna

1. Lead Intake
- Where do requests arrive today?
- What information is required before you can reply?
- Which source should be tracked for each request?
- Where is the lead stored after submission?

2. Follow-Up
- What statuses describe the lead from new to closed?
- Who owns the next action?
- What date should the lead reappear?
- Which message template fits the current status?

3. Quote And Invoice
- What exact scope was accepted?
- What amount, currency, and due date apply?
- Which payment instructions are shown?
- How is payment confirmation recorded?

4. Fulfillment
- What checklist starts after payment or approval?
- What files, access, or customer inputs are required?
- What proves delivery is complete?
- What follow-up should happen after handoff?

Use the checklist to scope one workflow before building tools.