Cheatsheet and Templates

This module contains copy-paste operational assets used across onboarding, optimization, and reporting.

Assets Included

• Operator Cheatsheet
• Client Intake Template
• Audit Scorecard Template

Usage Rules

• Copy template into account workspace at kickoff
• Do not edit original template files directly
• Version every client-specific adaptation with date and owner

Next Step

Proceed to the first lesson in this module, then complete the remaining lessons in order before moving to the next module.