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

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)

What BOB Does

    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`)
    Time Savings ~Stage 1-2 in the first week; stages 3-6 loop quarterly; stage 7 at term end — runs across the full engagement manual → automated with agent assistance
    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