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Ways to work togetherAppointment File

Keep the agreed terms in view

One appointment. A shared record of what was agreed.

Record the mandate and each side’s commitments, freeze a signing copy, and revisit the terms through dated company and executive responses.

Ros workflow · name the executive, then both sides answer

Full refund before kickoff, or within 7 days if work has not started. After delivery, one free revision within 14 days.

The Appointment File stays open through the mandate term plus 90 days. You have 12 months to start the seat and download reports.

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Talk through an appointment

For the company, executive, and board or PE sponsor

The work

What you leave with.

01

A frozen signing copy

Review scope, deliverables, end date, company promises, executive commitments, and accepted risks. Company, executive, and board or PE sponsor each attest through an emailed signing link.

02

Dated responses and repair cases

On each check-in date, Ros emails the executive and the company. Each side says whether a term still holds, is broken, or needs new wording. The file shows both answers with their dates, or no answer, and quotes both where the words differ.

03

A period-end receipt

A dated receipt for each fully countersigned appointment period, printable and downloadable, with both sides’ answers or no answer on every clause. Disagreement stays visible.

The question to bring

Which commitment needs a shared record and an owner?

A shared appointment record makes a change in terms easier to discuss, assign, and follow through.

The next step

Start with one.

  1. 01

    Name the executive

    After purchase, name the executive, their email, role, and start date. Confirm they know Ros will email them.

  2. 02

    Review and sign

    Freeze the terms and invite three distinct signers. Later amendments and extensions stay in the dated history.

  3. 03

    Check and follow through

    On each check-in date, Ros emails the executive and the company. The executive answers without an account and can stop all emails to that address. The company records its side on the file, including when the account is not on an Enterprise plan. These emails cover this purchase only.

Before we begin

A few practical questions.

Who signs, and who answers check-ins?

Company, executive, and board or PE sponsor sign the frozen copy. On each check-in date, Ros emails the executive and the company. The executive answers without an account and can stop all emails to that address. The company records its side on the file. Signing records email-link attestation.

Can an interim mandate become permanent?

Interim mandates support 60–180-day initial terms and recorded extensions. Conversion closes the interim record and opens a linked permanent file. The permanent file starts unsigned and needs fresh signatures.

What happens when the parties disagree?

Each term shows both answers with their dates, or no answer. Where the words differ, the file quotes both. A broken term can move through an owned repair case. The case closes only when both the company and the executive confirm repair. The period-end receipt keeps disagreement and missing answers visible.

Appointment File

Bring the seat you have in mind.

After purchase, name the executive so both sides receive the check-in emails. Optional Slack reminders and Google Calendar booking are configured separately.

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