Turn the option your client picked into an agreement they can accept and pay.
Turns the option a client accepted into the paperwork that starts the work. You get an agreement page with scope, exclusions, price and terms, a dated timeline, a change order and the handoff note.
Free to run · Works in ChatGPT, Claude and the AI you already use
How to ask for it
Ask your AI in your own words.
Once Loadout is connected, your AI picks this power when you ask for the job. This request runs it, with the underlined parts swapped for yours.
Use Loadout to turn the option Summit Roofing accepted into an agreement and a payment step
It also runs when you say things like
- they said yes, what now
- send them a contract
- turn the proposal into an agreement
- statement of work
- scope document
- get them to sign and pay
- they accepted option two
- they want to add something
What you get
Six pieces of finished work.
An agreement page with scope, exclusions, price and terms, plus the scope document, a dated timeline, a change order and the internal handoff note.
- 01An agreement page at one tracked link
- 02The scope and the exclusions, carried over word for word
- 03A timeline in real dates, and the payment step
- 04A change order for the first extra request
- 05The internal handoff note for whoever delivers
- 06The next step, read from how the page was opened
Your route
Six ways to run it.
Your AI asks where you're starting from and picks the route that fits. You can always choose another.
Accepted optionMost people start here
When the client picked one of the proposal's options.
Single scope
When one scope, one price and one date were proposed.
Retainer
For monthly work with a term and a notice period.
Creative scope
When design, writing, video or a build is in scope.
Takeover
When they are moving to you from another provider.
Change order
When work is agreed and the client asks for something extra.
What it asks you
- Which option they accepted
- The exclusions as the proposal wrote them
- The dates
- How they pay
- Who accepts
What it costs
Free to run.
Free, the page is built from the accepted option. Your AI shows the cost before it starts, and nothing is spent without your yes.
Not made for
It does not write a legal contract, give legal or tax advice, or chase payment.
The work around it
Part of the AI Automation playbook.
Find the work AI can take over, then build it. Every piece below comes from one run of the playbook, for one business. Pick another to see its set.
The whole AI Automation playbook
Find the work AI can take over, then build it.
Offer sheet
Packages, prices and a guarantee, pressure-tested.
Prospect list
Businesses that need it, with the owner's contact.
Outreach, call brief and proposal
A sequence, a call brief, a proposal to sign.
Opportunity note per prospect
The hours AI could give back, priced.
Opportunity map and build spec
The pilot, written so it can be built.
Go-live checks and handover pack
Live, tested, and handed over to the team.
Monthly impact report
What it saved this month, in hours.
Client file per client
Starting numbers, what was agreed, every month.
Opening 12 November
Join the waitlist.
Loadout opens to everyone on 12 November. Leave your email and we'll tell you the moment it does.
Goes well with
In five playbooks.
A playbook runs its powers in order, from finding the client to the monthly report. Every power and playbook is in the one plan.
Questions
Before you run it.
How much does Close Kit cost?+
Nothing. It runs on what you give it and free checks. Paid data, if you choose it, shows its cost first.
What does Close Kit hand over?+
An agreement page with scope, exclusions, price and terms, plus the scope document, a dated timeline, a change order and the internal handoff note. An agreement page at one tracked link. The scope and the exclusions, carried over word for word. A timeline in real dates, and the payment step. A change order for the first extra request.
What do I need to give it?+
Which option they accepted, The exclusions as the proposal wrote them, The dates, How they pay, Who accepts. Your AI asks for anything missing.
Which AI apps does it work in?+
ChatGPT, Claude, Claude Code, Codex, Grok and Muse. You connect Loadout once and the same account works in all of them.