Enterprise readiness packet
Sales-safe packet for security, procurement, customer success, and implementation review.
Enterprise Readiness Packet
Enterprise packaging without unsupported claims.
Requires owner approval
This packet turns SSO, procurement, agency operations, white-label boundaries and customer success into explicit owner/provider decisions. No fake SSO, no invented uptime commitments, and no cross-tenant agency access are implied.
SSO/SAML/OIDC roadmap
Provider-neutral roadmap until an owner selects SAML, OIDC, both, or managed-user-only.
Procurement/security questionnaire
Questionnaire prompts that can be answered from current docs without fake certifications.
Agency dashboard concept
Multi-organizer concept that stays tenant-safe until agency grants are explicitly approved.
White-label boundaries
Branding boundaries for safe theme customization without custom-domain or legal drift.
Customer success playbook
Implementation cadence and owner handoffs for enterprise onboarding.
Owner decisions
Status: OWNER DECISION REQUIRED
SSO provider strategy is not selected.
Procurement/security questionnaire owner is not assigned.
Agency permission model is not approved.
White-label domain and branding policy is not approved.
Customer success owner is not assigned.
SLA/public commitment language is not approved.
Provider gate
SSO/SAML/OIDC roadmap
Provider status: PROVIDER DECISION REQUIRED.
- Choose SAML, OIDC, both, or managed-user-only strategy.
- Select identity-provider support policy and customer metadata requirements.
- Define domain verification and tenant-binding proof before implementation.
- Add auth/session implementation only after provider and business decisions are approved.
Procurement
Procurement/Security Questionnaire
- Security architecture
- Data protection and privacy
- Payments and Stripe Connect model
- Wallet provider readiness
- Runtime, backup, and incident process
- Support and customer success ownership
Agency
Agency dashboard concept
No cross-organizer data aggregation without explicit agency grant.
- Portfolio overview with organizer-scoped cards
- Delegated team access matrix
- Agency-safe support queue
- Read-only finance rollup after explicit grant
- Audit export scoped to approved organizer IDs
Branding
White-label boundaries
Safe organizer-level branding stays separate from custom-domain, email-domain and native-app promises until owner approval exists.
- Blocked until approved: Custom domains
- Blocked until approved: Email sender domains
- Blocked until approved: Legal imprint delegation
- Blocked until approved: App Store account branding
- Blocked until approved: Provider-level wallet branding
Customer success
Customer success playbook
Kickoff
Technical discovery
Readiness review
Pilot event
Launch review