Workshop with services team
$180,000Feb 26
Workshop with services team
Partner program review
Identify pilot team
Scope billing integration
Chase security questionnaire
Share revised proposal
Confirm budget owner
Architecture review
Draft pilot plan
Map success criteria
Book pricing follow-up
Rollout kickoff with regional team
Content ops demo follow-up
Demo for support leadership
Send revised proposal for three new maisons
Send listing terms
Update mutual action plan
Executive sponsor approval
Final pricing sign-off with procurement
Legal redlines review
Draft co-sell plan
Executive sponsor intro
Onboarding in progress
Kickoff scheduled
Revisit next fiscal year
Expansion review in Q1