{"kind":"demo-tenant-cutover-plan","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"},"cutoverPlan":{"headline":"LoopLedger tenant cutover plan","summary":"A buyer-and-implementation cutover packet for moving Referral Network from polished demo to branded live tenant: commercial approval, domain, data dry-run, access, automation, release gates, rollback, support, and SEO/AEO publication.","productName":"LoopLedger","tenantName":"Northstar Referral Guild","previewUrl":"https://referral-network.ideas-realized.com?screen=matcher","previewScreen":{"id":"matcher","label":"Matchmaker","proof":"relationship matching and referral capture","url":"https://referral-network.ideas-realized.com?screen=matcher"},"productionDomain":"referral-network.ideas-realized.com","launchWindow":"Medium","cutoverScore":75,"cutoverDecision":"Ready for buyer input on tenant brand and production domain.","nextCutoverMove":"Client confirms launch name, brand tokens, CNAME/TXT ownership, and fallback preview URL https://referral-network.ideas-realized.com.","primaryOwner":"Shared launch thread","phases":[{"id":"commercial-signoff","label":"Commercial signoff","owner":"Client sponsor","timing":"Before kickoff","status":"implementation","summary":"Confirm the buyer wants this demo rebranded as a paid tenant and accepts the commercial boundaries.","entryCriteria":["Buyer has reviewed the live app proof route.","Recommended offer, setup range, and recurring range are understood."],"exitCriteria":["Order packet approved.","SOW and rebrand rights accepted.","Implementation kickoff can be scheduled."],"gateIds":["commercial-approval"],"assets":[{"label":"Client launch plan","href":"/demo-library/referral-network/client-launch-plan","kind":"commercial","detail":"Buyer-facing launch plan with order, data, SEO/AEO, and support steps."},{"label":"Statement of work","href":"/demo-library/referral-network/statement-of-work","kind":"commercial","detail":"Buyer-signable scope, milestones, responsibilities, service levels, and change controls."},{"label":"Statement of work JSON","href":"/demo-library/referral-network/statement-of-work.json","kind":"commercial","detail":"Machine-readable scope and acceptance manifest."},{"label":"Deal desk package","href":"/demo-library/referral-network/deal-desk","kind":"commercial","detail":"Order form, pricing bands, approval gates, add-ons, and redlines."},{"label":"Deal desk JSON","href":"/demo-library/referral-network/deal-desk.json","kind":"commercial","detail":"Machine-readable commercial close manifest."}]},{"id":"tenant-identity","label":"Tenant identity and domain","owner":"Implementation lead","timing":"Kickoff day 1","status":"buyer-input","summary":"Swap the demo identity into the buyer tenant, confirm DNS, and preserve the preview fallback.","entryCriteria":["Client name, logo, colors, and launch domain are available."],"exitCriteria":["Production domain is confirmed.","Tenant seed package references the buyer identity."],"gateIds":["brand-domain"],"assets":[{"label":"White-label kit","href":"/demo-library/referral-network/white-label-kit","kind":"deployment","detail":"Naming, domain, terminology swaps, copy blocks, brand assets, and checklist."},{"label":"White-label kit JSON","href":"/demo-library/referral-network/white-label-kit.json","kind":"deployment","detail":"Machine-readable rebrand manifest."},{"label":"Tenant clone package","href":"/demo-library/referral-network/tenant-clone-package","kind":"deployment","detail":"Rebrand-and-launch handoff for a buyer tenant."},{"label":"Tenant clone JSON","href":"/demo-library/referral-network/tenant-clone-package.json","kind":"deployment","detail":"Machine-readable tenant clone package."},{"label":"Tenant seed package","href":"/demo-library/referral-network/tenant-seed-package","kind":"deployment","detail":"Users, roles, data sources, integrations, feature flags, automations, and notifications."},{"label":"Tenant seed JSON","href":"/demo-library/referral-network/tenant-seed-package.json","kind":"deployment","detail":"Machine-readable tenant seed manifest."}]},{"id":"data-cutover","label":"Data dry-run and tenant seed","owner":"Chapter admin","timing":"Kickoff days 1-2","status":"implementation","summary":"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.","entryCriteria":["Source exports and sample CSV templates are available."],"exitCriteria":["Dry-run import passes validation.","Required source fields and tenant boundaries are accepted."],"gateIds":["source-data"],"assets":[{"label":"Sample data package","href":"/demo-library/referral-network/sample-data-package","kind":"data","detail":"CSV templates, sample rows, and import validation gates."},{"label":"Sample data JSON","href":"/demo-library/referral-network/sample-data-package.json","kind":"data","detail":"Machine-readable data dry-run manifest."},{"label":"Production data contract","href":"/demo-library/referral-network/data-contract","kind":"data","detail":"Entities, source systems, events, boundaries, and API-shaped routes."},{"label":"Production data contract JSON","href":"/demo-library/referral-network/data-contract.json","kind":"data","detail":"Machine-readable production data contract."}]},{"id":"access-automation","label":"Access, roles, and automations","owner":"Product lead","timing":"Kickoff days 2-4","status":"buyer-input","summary":"Confirm buyer seats, permissions, integration credentials, notification owners, and disabled-by-default automation rules.","entryCriteria":["Named users and roles are available.","Required credentials and sender identities have owners."],"exitCriteria":["Access checks pass.","Automation fallbacks have owners.","No buyer-facing automation fires without signoff."],"gateIds":["access-roles","automation-integrations"],"assets":[{"label":"Sample data package","href":"/demo-library/referral-network/sample-data-package","kind":"data","detail":"CSV templates, sample rows, and import validation gates."},{"label":"Sample data JSON","href":"/demo-library/referral-network/sample-data-package.json","kind":"data","detail":"Machine-readable data dry-run manifest."},{"label":"Production data contract","href":"/demo-library/referral-network/data-contract","kind":"data","detail":"Entities, source systems, events, boundaries, and API-shaped routes."},{"label":"Production data contract JSON","href":"/demo-library/referral-network/data-contract.json","kind":"data","detail":"Machine-readable production data contract."},{"label":"White-label kit","href":"/demo-library/referral-network/white-label-kit","kind":"deployment","detail":"Naming, domain, terminology swaps, copy blocks, brand assets, and checklist."},{"label":"White-label kit JSON","href":"/demo-library/referral-network/white-label-kit.json","kind":"deployment","detail":"Machine-readable rebrand manifest."}]},{"id":"go-live-release","label":"Release, monitoring, and support","owner":"Shared launch thread","timing":"Go-live day","status":"implementation","summary":"A production handoff plan for taking Referral Network from sales preview to a client-owned launch domain with Netlify hosting, environment gates, monitoring, rollback, and canonical SEO/AEO checks.","entryCriteria":["Release gates are reviewed.","Support owner is assigned.","Monitoring thresholds are documented."],"exitCriteria":["Production route is promoted.","Monitoring is active.","Support and rollback owners are known."],"gateIds":["release-gates","monitoring-support"],"assets":[{"label":"Live sales preview","href":"https://referral-network.ideas-realized.com?screen=matcher","kind":"app","detail":"First proof screen: Matchmaker."},{"label":"Canonical landing page","href":"/demo-library/referral-network","kind":"canonical","detail":"Indexable buyer proof page and primary demo-library route."},{"label":"White-label kit","href":"/demo-library/referral-network/white-label-kit","kind":"deployment","detail":"Naming, domain, terminology swaps, copy blocks, brand assets, and checklist."},{"label":"White-label kit JSON","href":"/demo-library/referral-network/white-label-kit.json","kind":"deployment","detail":"Machine-readable rebrand manifest."},{"label":"Tenant clone package","href":"/demo-library/referral-network/tenant-clone-package","kind":"deployment","detail":"Rebrand-and-launch handoff for a buyer tenant."},{"label":"Tenant clone JSON","href":"/demo-library/referral-network/tenant-clone-package.json","kind":"deployment","detail":"Machine-readable tenant clone package."}]},{"id":"seo-aeo-launch","label":"SEO/AEO publication","owner":"Growth lead","timing":"Go-live week","status":"implementation","summary":"A publish-ready growth kit for using the Referral Network demo as an industry pillar, answer-engine proof source, comparison asset, and sales-qualified routing path.","entryCriteria":["Buyer proof claim is approved.","Canonical and industry routes are available."],"exitCriteria":["Industry pillar, answer blocks, and internal links route demand back to the demo proof."],"gateIds":["seo-aeo-publication"],"assets":[{"label":"Canonical landing page","href":"/demo-library/referral-network","kind":"canonical","detail":"Indexable buyer proof page and primary demo-library route."},{"label":"Industry SEO/AEO page","href":"/industries/referral-management-software-for-business-networks","kind":"industry","detail":"Referral management software for business networks"}]}],"gates":[{"id":"commercial-approval","label":"Commercial order and SOW approval","phase":"commercial-signoff","owner":"Client sponsor","timing":"Before kickoff","status":"implementation","source":"Commercial","proof":"Order packet, SOW, and rebrand rights point to LoopLedger as the client launch product.","acceptanceCriteria":"Sponsor accepts scope, $18k-$32k pilot build, then $750-$2.5k/month for hosting, support, reporting, and feature iteration, launch boundaries, and payment milestone.","rollback":"Hold tenant setup and keep the app as sales-preview only until pricing or scope redlines are resolved."},{"id":"brand-domain","label":"Tenant brand and production domain","phase":"tenant-identity","owner":"Client DNS owner","timing":"Kickoff day 1","status":"buyer-input","source":"Brand and domain","proof":"Northstar Referral Guild is seeded for referral-network.ideas-realized.com; 3 DNS records are tracked.","acceptanceCriteria":"Client confirms launch name, brand tokens, CNAME/TXT ownership, and fallback preview URL https://referral-network.ideas-realized.com.","rollback":"Keep traffic on https://referral-network.ideas-realized.com and delay production alias activation until DNS checks pass."},{"id":"source-data","label":"Source data dry-run","phase":"data-cutover","owner":"Chapter admin","timing":"Kickoff days 1-2","status":"implementation","source":"Data import","proof":"3 source groups and 3 tenant seed sources are mapped.","acceptanceCriteria":"Chapter admin merges or removes duplicates before pilot launch.","rollback":"Use seed data and read-only import review until source exports satisfy required fields and validation gates."},{"id":"access-roles","label":"Access roles and permission boundaries","phase":"access-automation","owner":"Implementation lead","timing":"Kickoff days 2-3","status":"implementation","source":"Access control","proof":"3 roles, 3 scopes, and 3 launch permission groups are documented.","acceptanceCriteria":"Permission test script and demo ledger event ready for pilot data.","rollback":"Revert affected users to internal-only review access and disable buyer-facing invitations until roles are corrected."},{"id":"automation-integrations","label":"Automation and integration readiness","phase":"access-automation","owner":"Product lead","timing":"Kickoff days 3-4","status":"buyer-input","source":"Integrations","proof":"4 integrations, 3 automations, and 2 notifications are in the tenant seed package.","acceptanceCriteria":"Credentials, sender identities, fallback owners, and disabled-by-default automations are confirmed before live users enter.","rollback":"Disable automation rules, keep manual queue ownership, and preserve audit entries for replay after credentials are repaired."},{"id":"release-gates","label":"Release gates and first proof screen","phase":"go-live-release","owner":"Chapter admin","timing":"Go-live day","status":"implementation","source":"Deployment","proof":"5 release gates protect Matchmaker: relationship matching and referral capture","acceptanceCriteria":"Referral board, follow-up task, and recognition card update together.","rollback":"Keep the sales preview subdomain live until the client production domain passes route, SSL, auth, and acceptance checks."},{"id":"monitoring-support","label":"Monitoring and support handoff","phase":"go-live-release","owner":"Shared launch thread","timing":"Go-live day + 1","status":"ready","source":"Support","proof":"3 monitors and 2 support levels are defined.","acceptanceCriteria":"Shared launch thread: Business days during pilot. Renewal signal: Demo to discovery: 6 qualified discovery requests per quarter.","rollback":"Pilot support scope: $750-$2.5k/month recurring for hosting, support, and workflow tuning."},{"id":"seo-aeo-publication","label":"SEO/AEO publication and internal links","phase":"seo-aeo-launch","owner":"Growth lead","timing":"Go-live week","status":"implementation","source":"SEO/AEO","proof":"/industries/referral-management-software-for-business-networks anchors 3 launch-calendar entries and 3 answer blocks.","acceptanceCriteria":"Canonical page /demo-library/referral-network, industry page /industries/referral-management-software-for-business-networks, and app proof URL are internally linked with buyer-ready CTA language.","rollback":"Noindex unfinished support pages, preserve the canonical landing page, and republish after the buyer proof claim is verified."}],"rollbackControls":[{"label":"DNS promotion rollback","trigger":"Production domain fails verification, SSL, or route rewrite checks.","owner":"Client DNS owner","response":"Keep the sales preview subdomain live until the client production domain passes route, SSL, auth, and acceptance checks.","evidence":"referral-network.ideas-realized.com: ready; referral-network.ideas-realized.com: needs-client; _netlify.referral-network.ideas-realized.com: needs-client"},{"label":"Data import rollback","trigger":"Required field validation, duplicate detection, or record counts fail during dry-run.","owner":"Chapter admin","response":"Keep tenant in seed-data mode and rerun the import after source mapping changes are approved.","evidence":"Roster duplicate review: blocking; Category taxonomy approval: warning; Private note policy: blocking"},{"label":"Automation rollback","trigger":"Notification, escalation, integration, or automation action sends to the wrong owner or channel.","owner":"Product lead","response":"Disable automation rules, keep manual workflow ownership, and replay audit events after correction.","evidence":"Stale introduction reminder: template; Meeting recognition queue: ready; Sponsor report checkpoint: optional"},{"label":"SEO/AEO claim rollback","trigger":"Buyer proof, KPI claim, or industry language is not yet approved for public publication.","owner":"Growth lead","response":"Noindex unfinished support routes and keep only the canonical demo page published until claims are approved.","evidence":"Referral tracking software for business networking chapters: Service + SoftwareApplication + FAQPage; How to report referral value to sponsors without exposing private notes: Article + HowTo/FAQPage; Member referral CRM vs chapter referral workflow software: Article + FAQPage"}],"routeMap":[{"label":"Live sales preview","href":"https://referral-network.ideas-realized.com?screen=matcher","kind":"app","detail":"First proof screen: Matchmaker."},{"label":"Canonical landing page","href":"/demo-library/referral-network","kind":"canonical","detail":"Indexable buyer proof page and primary demo-library route."},{"label":"Industry SEO/AEO page","href":"/industries/referral-management-software-for-business-networks","kind":"industry","detail":"Referral management software for business networks"},{"label":"Client launch plan","href":"/demo-library/referral-network/client-launch-plan","kind":"commercial","detail":"Buyer-facing launch plan with order, data, SEO/AEO, and support steps."},{"label":"Statement of work","href":"/demo-library/referral-network/statement-of-work","kind":"commercial","detail":"Buyer-signable scope, milestones, responsibilities, service levels, and change controls."},{"label":"Statement of work JSON","href":"/demo-library/referral-network/statement-of-work.json","kind":"commercial","detail":"Machine-readable scope and acceptance manifest."},{"label":"Deal desk package","href":"/demo-library/referral-network/deal-desk","kind":"commercial","detail":"Order form, pricing bands, approval gates, add-ons, and redlines."},{"label":"Deal desk JSON","href":"/demo-library/referral-network/deal-desk.json","kind":"commercial","detail":"Machine-readable commercial close manifest."},{"label":"Sample data package","href":"/demo-library/referral-network/sample-data-package","kind":"data","detail":"CSV templates, sample rows, and import validation gates."},{"label":"Sample data JSON","href":"/demo-library/referral-network/sample-data-package.json","kind":"data","detail":"Machine-readable data dry-run manifest."},{"label":"Production data contract","href":"/demo-library/referral-network/data-contract","kind":"data","detail":"Entities, source systems, events, boundaries, and API-shaped routes."},{"label":"Production data contract JSON","href":"/demo-library/referral-network/data-contract.json","kind":"data","detail":"Machine-readable production data contract."},{"label":"White-label kit","href":"/demo-library/referral-network/white-label-kit","kind":"deployment","detail":"Naming, domain, terminology swaps, copy blocks, brand assets, and checklist."},{"label":"White-label kit JSON","href":"/demo-library/referral-network/white-label-kit.json","kind":"deployment","detail":"Machine-readable rebrand manifest."},{"label":"Tenant clone package","href":"/demo-library/referral-network/tenant-clone-package","kind":"deployment","detail":"Rebrand-and-launch handoff for a buyer tenant."},{"label":"Tenant clone JSON","href":"/demo-library/referral-network/tenant-clone-package.json","kind":"deployment","detail":"Machine-readable tenant clone package."},{"label":"Tenant seed package","href":"/demo-library/referral-network/tenant-seed-package","kind":"deployment","detail":"Users, roles, data sources, integrations, feature flags, automations, and notifications."},{"label":"Tenant seed JSON","href":"/demo-library/referral-network/tenant-seed-package.json","kind":"deployment","detail":"Machine-readable tenant seed manifest."},{"label":"Tenant cutover plan","href":"/demo-library/referral-network/tenant-cutover-plan","kind":"deployment","detail":"Downloadable cutover packet for buyer and implementation signoff."},{"label":"Tenant cutover JSON","href":"/demo-library/referral-network/tenant-cutover-plan.json","kind":"deployment","detail":"Machine-readable cutover manifest for automation and QA."}],"buyerSignoff":["Approve commercial order, SOW, rebrand rights, and first payment milestone for LoopLedger.","Confirm production domain referral-network.ideas-realized.com, buyer sponsor, launch window, and support owner.","Provide source exports for Member roster, Referral history, Sponsor reporting fields and approve import validation results.","Approve role matrix for Chapter admin, Member, Sponsor viewer before inviting live users.","Approve public proof language for /industries/referral-management-software-for-business-networks and /demo-library/referral-network."],"implementationHandoff":["Seed tenant package: /demo-library/referral-network/tenant-seed-package and /demo-library/referral-network/tenant-seed-package.json.","Data contract: /demo-library/referral-network/data-contract and /demo-library/referral-network/data-contract.json.","First proof screen: Matchmaker at https://referral-network.ideas-realized.com?screen=matcher.","Monitoring: Demo app availability under Homepage and app route return 200 from production domain after DNS cutover.; Accepted referrals with owner follow-up within 5 business days under Pilot usage is visible in the buyer dashboard within the first review cycle.; Confirm CRM or spreadsheet source of truth for partner accounts. under No open launch blocker can affect first user workflow..","North-star analytics: Accepted referrals with owner follow-up within 5 business days; instrumentation phase: Instrument landing CTA, demo launch, referral create, status change, follow-up reminder, sponsor export, and implementation-spec download before the first pilot.."],"seoAeoPublication":["Canonical page: /demo-library/referral-network","Industry page: /industries/referral-management-software-for-business-networks","Referral tracking software for business networking chapters: /industries/business-networking-referral-software","How to report referral value to sponsors without exposing private notes: /resources/sponsor-referral-reporting","Member referral CRM vs chapter referral workflow software: /compare/member-referral-crm-alternative","LoopLedger canonical demo: /demo-library/referral-network","LoopLedger app-only preview: https://referral-network.ideas-realized.com","Referral Network demo: /demo-library/referral-network"]},"implementationManifest":{"markdownPath":"/demo-library/referral-network/tenant-cutover-plan","jsonPath":"/demo-library/referral-network/tenant-cutover-plan.json","launchRoomPath":"/demo-library/referral-network/launch-room","firstProofUrl":"https://referral-network.ideas-realized.com?screen=matcher","firstProofScreen":"matcher","productionDomain":"referral-network.ideas-realized.com","phaseCount":6,"gateCount":8,"blockedGateCount":0,"buyerInputGateCount":2,"rollbackControlCount":4,"handoffRouteCount":20}}