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Partner Client Vault Lifecycle

Client vault installed, structured, operating on cadence, refreshed quarterly with a governance report, and carried through an explicit renew / expand / offboard decision

You installed it. Nine months later, nobody knows if it is still used.

  • Area: Sales & Clients
  • Time savings: Typical run: Stage 1-2 in the first week; stages 3-6 loop quarterly; stage 7 at term end — runs across the full engagement
  • Try it: "Partner signs a new SMB client for a BOB-powered service, or an existing client vault reaches its quarterly refresh or renewal point"
  • Compounding: Each run refines templates and context — 0 automated steps improve with accumulated data
  • Frequency: Per trigger event

Inputs

  • 🏢 Client name and client-id
  • 📅 Retainer tier sold (Operate / Govern / Scale) and term dates
  • 🏢 The client's binding constraint (from discovery) → selects the core playbook bundle
  • 📋 Refresh cadence (default quarterly)

Outputs

  • 🏢 Working client vault with populated 00-PROFILE/ and datamodel folders
  • 📋 Core playbook bundle running on cadence with KPI history
  • 📊 Decision log and approval/audit records
  • 📊 Quarterly Refresh Report.md and Governance Report (PDF)
  • 📝 Renewal decision log (renew / renew-expand / non-renew)