Welcome aboard
Sunshine Operator Collective
National Partner
Your partnership is signed. Below is the structured first-90-day onboarding plan with named owners, SLAs, and the gates between phases. We'll be on every call; you set the pace.
First-90-day onboarding plan
Week 1 · Foundations
Tenant provisioning + key kickoff
- Dedicated tenant provisioned with your National feature set + custom branding slot.
- 3-module operator certification path enrolled — budget 4 hours per operator. Open training →
- Partner-scoped API keys minted via Developer Portal — used for white-label embedding. Manage keys →
- Stripe Connect onboarding link emailed to your billing contact (required for revenue-share payouts).
- Slack channel set up between your team + your CSM (Strategic + Global only) or shared email distro (Regional + National).
CloudFran owner: your CSM · Your owner: VP Operations or designated launch lead
Weeks 2–3 · Integration
Connect your existing stack
- Customer-data sync configured (CRM / billing / support tools you already run).
- SSO + identity-provider integration (Okta / Azure AD / Google) — required before any customer-facing rollout.
- Co-branded customer portal QA — review on staging URL with your team. Sign-off gate before week 4.
- White-label email templates configured with your sender domain + DKIM/SPF.
- Phone number provisioning (if voice products in your bundle) — Twilio TF Verification kicked off (10–14 day lead time).
CloudFran owner: your DRE pod · Your owner: technical lead + IT/security
Week 4 · Soft launch
First 5 customers
- Identify 5 friendly customers from your existing book to run as the launch cohort.
- White-glove onboarding for those 5 — your team owns customer-facing; CloudFran observes + records playbook.
- Daily 15-min check-in (CloudFran + your launch lead) for the first week of soft launch.
- Track weekly outcome metrics in your Partner Dashboard: revenue accrued, support tickets, NPS.
CloudFran owner: your CSM + DRE pod · Your owner: customer success lead
Weeks 5–8 · Scale ramp
From 5 → 25 customers
- Open up wider beta to 25 customers across at least two segments in your territory.
- Joint go-to-market plan finalized with your marketing lead — co-branded case studies from launch cohort.
- Weekly metric review with CloudFran (Strategic / Global tiers get monthly C-suite call instead).
- Identify integration gaps + feature requests; CloudFran roadmap-pod prioritizes.
CloudFran owner: your CSM + product manager · Your owner: marketing lead + customer success
Weeks 9–12 · General availability
Open the territory
- Public marketing kickoff in your territory — your sales team carries the brand; CloudFran provides the engine.
- Customer-acquisition KPIs locked in; revenue-share payouts begin (monthly via Stripe Connect).
- Quarterly business review (QBR) cadence established.
- Market-share-cap monitoring active per the MSA — see Dashboard for current state.
- Renewal-readiness review starts (Strategic + Global tiers): co-engineered roadmap items shortlisted for next contract year.
CloudFran owner: your CSM · Your owner: VP Operations + sales lead
Quick links
Partner agreement
Your executed MSA + addenda. Keep a signed copy on file; download anytime.
Open compliance center →Operator certification
3-module path, ~4 hours per operator. Required before opening to general availability.
Open training →API keys + scopes
Partner-scoped keys for embedding + white-labeling. Rotate in place; key audit log included.
Manage keys →Stripe Connect
Required for revenue-share payouts. Onboarding link in your CSM email.
Status: Not yet connected
Branding controls
Logo, color tokens, custom domain. Changes propagate to every customer-facing surface within minutes.
Configure branding →Customer roster
Per-customer health, revenue, support state. Health-score rollup driven by Execra attribution.
Open roster →Cadence + SLAs
| Cadence | What happens | Tier coverage |
|---|---|---|
| Daily (week 4 only) | 15-min stand-up during soft launch | All tiers |
| Weekly | Metrics review + integration-gap triage | National / Strategic / Global |
| Monthly | C-suite call + roadmap alignment | Strategic / Global only |
| Quarterly | Business review (QBR) — accrued revenue, NPS, market-share state, next-quarter goals | All tiers |
| Annually | Renewal-readiness review + co-engineered roadmap shortlist | Strategic / Global only |
| Ad-hoc | Critical issue escalation | 4-hour SLA Strategic+ · same-business-day Regional/National |
Need to escalate? Your CSM is the first call. For commercial-scope issues (pricing, expansion, MSA amendments) email partners@cloudfran.com. For platform incidents on Strategic + Global tiers: dedicated DRE Slack channel (link in your kickoff email). Critical-issue SLAs above are guardrails — most issues resolve same-day.