Chapter 9 of 14

The Handoff to Onboarding

Monday June 8 · 9:00 AM ET

The 3.1-Enterprise handoff meeting. (3.1-Enterprise is not yet a documented SOP — this is the gap the audit flagged.)

#23Solei hands off to Kerry / Sean / Lisa

  • MSP brand list (28 named, with brand presidents and HQ contacts).
  • Phased deployment schedule — Cohort 1 starts July 6, Cohort 2 August 3, Cohort 3 September 7.
  • Enterprise admin contacts (Sarah O'Connor primary, Marcus secondary).
  • Commercial terms summary.
  • Executive champion contact (Marcus + Priya + quarterly Hank attendance).
  • Special-promise schedule — Admiral View v1.0 by September, SOC 2 Type I by July, the 90-day rollout overage waiver.

Kerry takes ownership of the Maiden Voyage cohorts. Sean takes provisioning. Lisa takes billing. Solei steps back to relationship maintenance plus the next whale. Brad re-enters at the executive QBR cadence.

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