Academy
Module 2

First Date with a Client

30 min

Professor Tesa — Emerald green dress, pearl earrings, hair in a French twist — meeting the client

Tell me what you need. Not what you think you need — what the business actually requires. I'll figure out the rest.

Video Lecture — Professor Tesa50s

Learning Objectives

  • Understand the gate-controlled intake pipeline
  • Explain entity modeling and relationship mapping
  • Describe the estimation engine and complexity scoring
  • Identify the approval gates and who controls them

Gate-Controlled Pipeline

Every project flows through a series of gates. You can't skip ahead — each gate must be approved before the next opens.

Gates:

1. `intake_draft` — Raw requirements captured

2. `intake_approved` — Client confirms scope

3. `visuals_generated` — ERDs, user flows, sitemaps produced

4. `visuals_approved` — Client signs off on architecture

5. `deliverables_planned` — Every artifact defined with acceptance criteria

6. `deliverables_approved` — Client confirms what will be built

7. `generation_started` → `generation_complete` — Code flows

This is how you avoid the "I thought you meant..." conversation six weeks into a project.

Tesa says:

Gates exist because surprises are expensive. Every misunderstanding caught at intake saves 100x what it would cost to fix in production.