LLock
Put the agreement in writing.
What this step does
A verbal agreement is a hope. Lock turns what was agreed into a short written record that both sides acknowledge.
What good looks like
- It states the amount, the dates and the payment method.
- It says what happens if a payment is missed.
- The customer acknowledges it in writing.
Common mistakes
- Relying on a phone call.
- Leaving dates open-ended.
- Skipping the acknowledgement.
Who does what
- The Copilot
- Drafts the agreement terms.
- You or your team
- Reviews and signs off.
A written confirmation
Confirming what we agreed: [amount] to be paid in [number] instalments of [amount] on [dates], by [method]. If an instalment is missed, [consequence]. Please reply to confirm.
Have a lawyer review your agreement wording before you rely on it.
SETTLE is a general payment navigation system, not legal advice.
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Go deeper on Lock
The SETTLE Method course has a full module on Lock, plus the other five steps, with checklists and scripts. One payment of $199 AUD, lifetime access.