Who is this copy for
A snapshot copied for a marketing agency should not be the same file you hand a home-service company. Name the buyer before you press copy. The pipeline, the calendar name, and the first message should already sound like that business.
If the answer is “any client,” the snapshot is not ready. It is still a house account.
What must already send
Confirm the email sender, the SMS number, and one test booking on the source account. A copy does not fix a sender that was never approved. It only repeats the failure in a new sub-account.
Write down the test: who received it, from which address, and which calendar it landed on. That note travels with the snapshot.
What the client is allowed to change
Decide which stages, forms, and workflows the client may edit, and which ones break the system if they do. Say that on the call, not after the first ticket.
If that line is not drawn, the next person in the account will “clean it up” and remove the follow-up that the sale depended on.
