{"kind":"demo-statement-of-work-package","version":"wave-1","sourceDemo":{"slug":"referral-network","title":"Referral Network","archetype":"A7","canonicalPath":"/demo-library/referral-network","appPath":"/demo-apps/referral-network","subdomain":"referral-network.ideas-realized.com"},"buyerAgreement":{"productName":"LoopLedger","buyerDefault":"Northstar Referral Guild","recommendedTier":"Cohort pilot","investmentSummary":"$18k-$32k setup and $750-$2.5k/month recurring. 50 percent due at signature to reserve implementation slot and start roster mapping.","targetLaunchWindow":"Weeks 8-12; 2 weeks tenant setup, 2 weeks workflow hardening, 2 weeks chapter pilot and report review.","term":"6-week chapter referral pilot for one network, one chapter, and up to 250 member records.","productionDomain":"referral-network.ideas-realized.com","previewUrl":"https://referral-network.ideas-realized.com"},"statementOfWork":{"sowTitle":"LoopLedger statement of work package","summary":"A buyer-signable SOW packet for turning Referral Network into a paid, rebrandable referral management software for member networks and partner-led revenue teams pilot with scoped deliverables, acceptance gates, data responsibilities, support terms, change controls, and signature ownership.","buyer":"Northstar Referral Guild","productName":"LoopLedger","recommendedTier":"Cohort pilot","investmentSummary":"$18k-$32k setup and $750-$2.5k/month recurring. 50 percent due at signature to reserve implementation slot and start roster mapping.","targetLaunchWindow":"Weeks 8-12; 2 weeks tenant setup, 2 weeks workflow hardening, 2 weeks chapter pilot and report review.","term":"6-week chapter referral pilot for one network, one chapter, and up to 250 member records.","productionDomain":"referral-network.ideas-realized.com","previewUrl":"https://referral-network.ideas-realized.com","scopeModules":[{"label":"Tenant setup","deliverable":"White-label chapter workspace","scope":"Configure brand tokens, subdomain, member roles, referral stages, and launch assets for the pilot chapter.","acceptanceSignal":"Referral board, follow-up task, and recognition card update together."},{"label":"Data onboarding","deliverable":"Roster import and validation","scope":"Map member roster fields, validate required records, flag duplicates, and produce an import exception list.","acceptanceSignal":"Markdown and JSON exports include GTM and launch package fields."},{"label":"Workflow configuration","deliverable":"Referral follow-up operations","scope":"Configure stale referral reminders, meeting recognition prep, sponsor report checkpoints, and manual CRM export.","acceptanceSignal":"Permission matrix ready; needs client sign-off."},{"label":"Pilot review","deliverable":"Sponsor-ready evidence package","scope":"Deliver KPI snapshot, report sample, backlog recommendation, and CRM integration decision for the next phase.","acceptanceSignal":"Confirm chapter admin, sponsor viewer, and member coordinator access boundaries."}],"milestones":[{"phase":"Kickoff","timing":"Week 1","owner":"Client sponsor","deliverable":"Roster, attribution rules, and chapter goals confirmed.","exitSignal":"Import template approved and pilot chapter roles assigned.","paymentTie":"50 percent due at signature to reserve implementation slot and start roster mapping."},{"phase":"Configuration","timing":"Weeks 2-3","owner":"Implementation lead","deliverable":"Tenant, workflows, reports, and launch checklist configured.","exitSignal":"Admin review passes roster, referral, reminder, and report scenarios.","paymentTie":"30 percent due after branded workspace, referral stages, and admin review are accepted."},{"phase":"Pilot","timing":"Weeks 4-6","owner":"Chapter admin","deliverable":"Members and admins use the workflow during real referral activity.","exitSignal":"Sponsor report exported with agreed pilot KPI summary.","paymentTie":"20 percent due after sponsor-ready pilot report and expansion recommendation are delivered."}],"acceptanceCriteria":["Roster import completes with fewer than 3 percent blocking exceptions.","Chapter admin logs or updates at least 25 referral records during pilot.","Stale follow-up queue is reviewed weekly and exported in the sponsor report.","Pilot review produces a go, pause, or expand decision for CRM integration.","Pilot order accepted: Signed order form, chapter owner, sponsor report audience, and six-week pilot window confirmed.","Roster import approved: Member records loaded with fewer than 3 percent blocking exceptions and sponsor fields validated.","Sponsor evidence accepted: Pilot KPI report reviewed and expansion decision captured as go, pause, or revise."],"buyerResponsibilities":["Provide roster export and confirm member communication permissions.","Name an admin who can validate referral status language and sponsor report wording.","Keep CRM writeback out of scope unless explicitly approved as a follow-on phase.","Chapter roster export with member categories, sponsor fields, and contact permissions.","Referral stage definitions, stale-follow-up threshold, and meeting-recognition cadence.","Sponsor report recipients, sample report expectations, and approved attribution language.","One chapter admin and one executive sponsor assigned for weekly pilot review."],"vendorResponsibilities":["Owns configuration, runbook, QA evidence, and post-pilot backlog recommendation.","A buyer-ready support model for launching Referral Network with triaged tickets, service levels, training artifacts, success milestones, and renewal proof tied to the first pilot cohort.","Shared launch thread: Business days during pilot","Maintain the demo-derived production domain plan for referral-network.ideas-realized.com."],"dataResponsibilities":[{"owner":"Buyer operations owner","responsibilities":["Run a dry import into the tenant preview, reconcile duplicates with the chapter admin, then open logging for one meeting cycle before enabling sponsor reporting.","Member roster: provide 80 to 250 member records from Chapter spreadsheet or association CRM export with [object Object], [object Object], [object Object], [object Object].","Referral history: provide 50 to 500 referral records from Spreadsheet, form export, or CRM activity report with [object Object], [object Object], [object Object], [object Object].","Sponsor reporting fields: provide 10 to 30 sponsor-visible metrics from Board report spreadsheet with [object Object], [object Object]."]},{"owner":"Ideas Realized implementation lead","responsibilities":["The first live pilot can start from CSV exports instead of a direct CRM integration. The import map focuses on member identity, referral status, relationship attribution, and recognition reporting.","Roster duplicate review: Duplicate emails or member names prevent referral attribution. Resolution: Chapter admin merges or removes duplicates before pilot launch.","Category taxonomy approval: Unmapped business categories weaken member search and referral matching. Resolution: Approve a chapter category list during setup.","Private note policy: Historical referral notes may contain sensitive deal details. Resolution: Import only summary notes until retention and consent rules are approved."]}],"serviceLevels":[{"channel":"Shared launch thread","coverage":"Business days during pilot","response":"Next business day","included":"Roster import questions, workflow tuning, report changes, and launch checklist review."},{"channel":"Weekly pilot review","coverage":"One 45-minute session per week","response":"Scheduled","included":"KPI review, blocker triage, adoption notes, and next-step scope recommendations."}],"changeOrderControls":["Additional chapters, billing, or member renewal workflows: Scope as a separate expansion package after the first sponsor review. Owner: Growth lead.","Bidirectional CRM sync or automatic activity creation: Requires API review, field map approval, and integration estimate. Owner: Implementation lead."],"exclusions":["No member billing, event ticketing, or dues management in the first pilot.","No bidirectional CRM sync unless the integration add-on is signed.","Private deal value fields stay hidden from sponsor views unless legal and chapter policy approve the aggregate format.","Do not promise private member-to-member messaging as part of the pilot.","Do not commit to real-time CRM writeback before API review.","Do not expose referral value by member without explicit buyer approval."],"legalReviewNotes":["This demo SOW package is a sales and implementation planning artifact, not legal advice.","Final MSA, DPA, payment terms, taxes, procurement language, and security addenda require buyer/legal review before signature.","No regulated production data should be loaded until data-processing, access, retention, and incident-response terms are approved."],"signatureBlocks":[{"role":"Client sponsor","responsibility":"Approves budget, pilot scope, and launch decision."},{"role":"Buyer operations owner","responsibility":"Provides source data, validates workflow language, and accepts launch criteria."},{"role":"Ideas Realized implementation lead","responsibility":"Owns configuration, runbook, QA evidence, and post-pilot backlog recommendation."}]},"counts":{"scopeModuleCount":4,"milestoneCount":3,"acceptanceCriteriaCount":7,"buyerResponsibilityCount":7,"vendorResponsibilityCount":4,"dataResponsibilityCount":8,"serviceLevelCount":2,"changeOrderControlCount":2,"exclusionCount":6,"legalReviewNoteCount":3,"signatureBlockCount":3},"implementationManifest":{"markdownPath":"/demo-library/referral-network/statement-of-work","jsonPath":"/demo-library/referral-network/statement-of-work.json","dealDeskPackagePath":"/demo-library/referral-network/deal-desk","dealDeskPackageJsonPath":"/demo-library/referral-network/deal-desk.json","procurementPackPath":"/demo-library/referral-network/procurement-pack","clientProposalPath":"/demo-library/referral-network/client-proposal","clientLaunchPlanJsonPath":"/demo-library/referral-network/client-launch-plan.json","implementationWorkOrderPath":"/demo-library/referral-network/implementation-work-order","deploymentLaunchPlanJsonPath":"/demo-library/referral-network/deployment-launch.json","productionDataContractJsonPath":"/demo-library/referral-network/data-contract.json","tenantSeedPackageJsonPath":"/demo-library/referral-network/tenant-seed-package.json","launchRoomPath":"/demo-library/referral-network/launch-room","firstProofUrl":"https://referral-network.ideas-realized.com?screen=matcher","firstProofScreen":"matcher"}}