For detailed steps of what is in the kit and how to use it, scroll down

How It Works

A desk with a laptop, a tablet, a smartphone, a cup of coffee, sticky notes, data room documents, pens, a push pin, a calculator, a key, and a potted plant.

Get the kit above

A digitally edited illustration of a man working at a desk in a bright, cozy room with large windows, potted plants, and modern furniture.

What you get is a full dropbox file structure, with all the subfolders for organization. Clone it to your hard drive.

Read

A digitally illustrated laptop on a desk with a keyboard, display showing file folders, and a pencil nearby.

Four people in a modern office engaged in a presentation, with two women standing and pointing at a board with charts, and two men seated at a table with laptops and documents.

Every top folder has a text file explaining what should go in there. This will be continuously updated, so check back on the original from time to time.

Implement

If you’re just starting, start from the beginning. If you’ve got a thing going, go back and check that you’ve got everything. Make sure your team is on board.

Stay disciplined

Make sure you continue with the rule of “Everything that has a signature on it goes in the folders”. And every agreement should have signatures.