Engagement & Scope (EOS)

Welcome to your Engagement & Scope section — this is the foundation of how we work together.

Here you’ll find everything that explains what we’re doing, who’s involved, and where to find what you need.


🧭 What’s Inside

  • Welcome — A quick hello and how to get started
  • Overview — What we’re doing together and key details
  • About QiAlly — Who we are and how we support your business
  • About Client — Your business profile and key contacts
  • Structure Map — Where files and folders live
  • Onboarding — Step-by-step setup guide
  • How To — Using your client hub
  • FAQ & Glossary — Quick answers to common questions
  • MSA — The core terms of our partnership

💡 How to Use This

Start with Overview, then skim About QiAlly and About Client to get context.
Everything else expands as you go — think of this as your home base inside the KB.

If you’re ever unsure where something lives, search for it or just reach out — we’ll point you in the right direction.

📊 Knowledge Base Map

# Client KB
 
## Welcome
- Overview
- About QiAlly
- About Client
- Onboarding
- How To
- FAQ & Glossary
- MSA
 
## Ops
- Company
- SOPs
- Systems
- Contracts
- Brand
 
## Finance
- Accounting
- Insurance
- Taxes
- Agreements
- Reports
 
## Projects
- Active Projects
- Completed Projects

Last reviewed: 2025-11-12

9 items under this folder.