Founding-5 charter onboarding

From signature to your Day-90 outcome.

A structured 90-day arc from MSA signature (Day 0) to a binary outcome determination (Day 90). Read-only throughout — your systems of record stay authoritative. The pace is honest because the success criteria are agreed in writing before Day 0.

Cap 5 charter cohort$175K/yr · 3-year lockedDay-90 binary warrantyFounder-led · ~120 hrs/customerYour team · ~22 hrs

Read-only by default. AssetShop reads from your systems and never writes back to them. The only write path is an audit / approval entry, off by default.

The 90-day arc

Structured but not rigid — adjusted to your operational reality. Six phases from a signed MSA to a determination both parties sign.

Day -7 → 0 · Pre-kickoffMSA signed. Set the team and the criteria.

Day 0 is MSA plus pilot-fee receipt. Before kickoff, your side names the people and AssetShop drafts the Day-14 success criteria from your signed MSA Exhibit F.

Your team does

Designate a champion, an IT lead, and a business sponsor (~30 min)
Schedule the Day-1 kickoff call
Review the draft Day-14 success criteria

Output

Named team; kickoff scheduled; draft Day-14 success criteria (specific dollar / percentage / count).

Days 1–7 · FoundationKickoff, read-only connection, first reconciliation.

A 90-minute kickoff sets the Day-14 target in writing. Read-only OAuth credentials go into AssetShop's KMS; the adapter shakedown and initial reconciliation begin.

Your team does

Attend the 90-min Day-1 kickoff
Sign the Day-14 success-criteria document
Provide read-only OAuth credentials (stored in KMS)

Output

Signed Day-14 criteria; credentials in KMS; calibration ledger updated; reconciliation underway.

Days 8–14 · First signalThe first high-confidence finding.

Daily reconciliation hardens patterns. The Day-14 briefing presents the first signal as a specific dollar attribution, anomaly, or recommendation. You confirm: real signal, or noise?

Your team does

Attend the 60-min Day-14 first-signal briefing
Confirm whether the finding is a real signal or noise

Output

Written first-signal report. If noise: re-baseline and extend the window to Day 28, communicated transparently.

Days 15–30 · Compound signalMultiple signals; first QBR.

Anomalies surface across procurement, operations, and planning. AssetShop curates the top three signals per week and synthesizes the first QBR in the same format your CFO sees at Day 90.

Your team does

~1 hr/week of business-team validation
~2 hr/week of IT time only if data-quality questions arise
Attend the 90-min Day-30 QBR; sponsor signs the assessment

Output

Written Day-30 QBR; sponsor-signed assessment; Day-60 milestone target set.

Days 31–60 · TrajectoryThe moment of truth.

The cadence is established. At Day 60, with your CFO engaged, AssetShop presents the Day-90 projection: SUCCESS likely, EXTEND, or REFUND. If the trajectory is negative, that conversation happens honestly and early.

Your team does

Engage your CFO for the Day-60 reading
Attend the 90-min Day-60 trajectory assessment; sign the trajectory

Output

Written trajectory assessment with an explicit Day-90 projection; customer-signed.

Days 61–90 · ClosingBinary outcome determination.

The Day-90 case is tightened against customer-side ground truth; only signals your teams confirm as real are included. The Day-90 binder supports a determination signed by both parties.

Your team does

Review the Day-90 binder
Co-sign the binary outcome determination

Output

Day-90 determination: SUCCESS, EXTEND, or REFUND.

The Day-90 determination is binary

One of three outcomes, against criteria you agreed before Day 0.

SUCCESS

The success metrics you defined in writing before Day 0 are met. The engagement converts; the pilot fee applies fully toward year one.

EXTEND

The signal is real but needs more validation time. The window extends by mutual agreement rather than forcing a premature call.

REFUND

The agreed threshold is not met and you choose not to continue. The pilot fee is refunded via ACH. No lock-in.

The charter, both ways

What a charter seat gives you, and the limited, capped commitments it asks in return.

What a charter seat gives you

$175K/yr, locked for three years — one flat rate at any size, always below standard Enterprise.
Founder-direct access throughout onboarding and beyond.
Roadmap influence — charter customers steer what gets built next.
Reference-program access as the cohort fills.
Monthly QBRs in the same format as the Day-90 review.
A binary Day-90 outcome warranty, signed before Day 0.

What the charter asks in return

Up to 2 reference calls per quarter (30 min each), capped and honored.
Up to 4 written reference responses per quarter (peer security-questionnaire validations).
In return, each reference call earns a platform service credit.
A named champion, IT lead, and business sponsor for the 90 days.
~22 hours of your team's time across the full 90-day arc.

The cohort is capped at five. Genuinely separate businesses under a holding company are handled as additional charter seats while any remain.

Your onboarding checklist

Track your side of the 90-day arc. Saved in this browser; team sync activates when your workspace backend is connected.

Charter onboarding tasks

0 / 10

Designate champion, IT lead, and business sponsorPre-kickoff

Schedule the Day-1 kickoff callPre-kickoff

Attend kickoff and sign the Day-14 success criteriaDay 1-7

Provide read-only OAuth credentials (to KMS)Day 1-7

Confirm the Day-14 first signal: real or noiseDay 8-14

Validate weekly signals (~1 hr/week)Day 15-30

Attend the Day-30 QBR; sponsor signsDay 15-30

Engage CFO; sign the Day-60 trajectoryDay 31-60

Review the Day-90 binderDay 61-90

Co-sign the Day-90 outcome determinationDay 61-90

How references work, honestly: as the cohort fills, AssetShop builds a reference rotation; until then the founder serves as a direct reference and the calibration ledger and demo stand in for production proof. If you require a production reference at signature, deferring to Day 90+ is a legitimate path and you will not be pressured otherwise.