The Close
Vicky logs the deal, Sean's bot provisions in four minutes, Vicky personally confirms login, Kerry gets the cohort entry within an hour.
#14Vicky logs the deal
11:48 AM. Vicky moves the Harbor Point deal in HubSpot to Maiden Voyage Cohort — May 18. The 2.5 Pipeline Management stages auto-trigger the next workflow. The Pax8 opportunity ID is preserved on the deal so Diego's SPIF tracking will fire when this becomes a paid annual contract on June 1.
#15Vicky provisions Harbor Point's TC platform account
Sean's provisioning bot picks up the deal stage change. Within four minutes — well under the five-minute SLA — Harbor Point has a live tenant. Kevin, Theo, and Brent each receive the automated welcome email: login link, Maiden Voyage checklist, cohort kickoff date, and a Beakon AI introduction.
#16Vicky confirms login
Kevin replies seventeen minutes later: "Logged in. Brent is already poking around. See you on the 18th."
#17Kerry's enablement workflow triggers
12:21 PM. Vicky DMs Kerry per the 3.1 1-hour rule. Cohort entry: Harbor Point IT (Wilmington NC), May 18 1:00 PM ET kickoff, CEO Kevin, vCISO Theo, AE Brent, active deal Sundial Pediatrics. Worth coaching Brent — copier-sales background, hungry, no cyber. Kerry acknowledges. Jarrod adds Harbor Point to the May 18 cohort tracker.