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Attain Digital · Client Delivery
Finished client-facing documents, one folder per client. These are the things we actually send — sales guides, process documents, playbooks. Each client folder has its own password so one client can never reach another's work.
Live client folders
4 client docs · 1 call library. Sales process guides for the two services — boilers and air source heat pumps. Flowcharts, call scripts, pipeline stages, follow-up sequences and objection handling, built from live CRM data across four UK heating installers.
17 Eco2-visible · 16 Attain-only. The joint-venture hub — JV and business plan, action plan, sales process and portal, solar configurators and pricing models, and the closer playbook. Also holds the commercial docs and the data section, both team-gated.
Weekly reporting portal. Separate password, issued directly to the client.
gas-tech-heating/, change the gate password and its sessionStorage key inside every page, then add a card above. Give every client its own key — sharing one means unlocking one client's folder unlocks them all.