# SCRIMED Client Onboarding And Communications Brief Status: client-onboarding-communications-control-plane-active Updated: 2026-06-26 Stages: 8 Templates: 9 Calendar packets: 6 Meeting cadences: 5 Presentation packets: 5 Controls: 8 Handoffs: 6 ## Boundary SCRIMED Client Onboarding and Communications organizes buyer onboarding, demos, pilots, presentations, meeting cadences, email-ready copy, calendar-ready agendas, internal handoffs, and follow-up discipline for business-contact and workflow metadata only. It drafts and routes communications; it does not send email, create calendar invites, bind contracts, approve procurement, store PHI, process live clinical records, create customer permission, provide legal/accounting/tax advice, certify compliance, approve security posture, guarantee revenue, approve production connectors, or authorize live clinical care. This brief is communication readiness only. It does not send email, create calendar invites, bind contracts, approve procurement, approve BAA or security posture, store PHI, process live clinical records, create customer permission, provide legal/accounting/tax advice, certify compliance, approve production connectors, guarantee revenue or ROI, or authorize live clinical care. ## Recommended Operating Path - Inquiry qualification - Discovery scheduling - Demo preparation - Demo follow-up - Pilot scoping - Security and procurement review - Kickoff and onboarding - Review, renewal, and expansion ## Stages - Inquiry Qualification (ready): Classify buyer fit, urgency, workflow target, sponsor, no-PHI boundary, and best next meeting. Owner: Founder + Revenue Operations. Hard stops: PHI in intake, production credential shared, legal or clinical approval requested - Discovery Scheduling (human-review-required): Send a concise agenda, required attendees, no-PHI rule, and outcome definition before the call. Owner: Revenue Operations. Hard stops: calendar invite without human approval, PHI or credentials in event body, unsupported promise in agenda - Demo Preparation (ready): Pair the buyer problem with the correct demo, proof route, talk track, and claim guard. Owner: Sales Engineering + Product Console. Hard stops: live patient data requested, custom claim without evidence, customer reference implied without permission - Demo Follow-Up (human-review-required): Deliver recap, decision criteria, next-step options, proof routes, and unanswered-question owners within one business day. Owner: Revenue Operations + Buyer Diligence. Hard stops: ROI guarantee, clinical approval implied, unpriced custom work promised - Pilot Scoping (buyer-input-required): Convert interest into scoped pilot package, decision criteria, success metrics, data boundary, and review path. Owner: Deal Desk + Product + TrustOS. Hard stops: PHI in pilot scope, production connector dependency, SOW or price commitment without review - Security and Procurement Review (external-review-required): Route no-PHI diligence packets, blocked claims, security review needs, legal/finance owners, and remaining gates. Owner: TrustOps + Legal Ops + Finance. Hard stops: certification claim without proof, contract language approved informally, security review represented as passed - Kickoff and Onboarding (human-review-required): Start delivery with no-PHI rules, owners, evidence cadence, escalation path, and meeting rhythm. Owner: Customer Operations + Product + TrustOS. Hard stops: scope not approved, PHI requested before BAA/security gate, customer invitation before tenant/access approval - Review, Renewal, and Expansion (external-review-required): Summarize outcomes, open gates, next-package recommendation, renewal health, and expansion constraints. Owner: Customer Operations + Revenue Operations + Finance. Hard stops: customer value claim without permission, revenue or ROI guarantee, production expansion without approvals ## Communication Templates - Qualified Inquiry Response (email): SCRIMED next step: discovery for {workflow_or_priority}. Approval gates: Human send approval, No PHI in thread, No unsupported claims, CRM-safe source captured - Discovery Calendar Description (calendar-invite): SCRIMED discovery: {workflow_or_priority}. Approval gates: Calendar owner approval, No PHI or credentials, Attendee list approved - Demo Confirmation Email (email): SCRIMED demo confirmation: {demo_name}. Approval gates: Demo owner approval, Claims guard reviewed, No customer reference without permission - Demo Run Of Show (demo-script): Internal demo run of show: {demo_name}. Approval gates: Operator runbook reviewed, Blocked claims checked, Follow-up owner assigned - Demo Follow-Up Email (email): SCRIMED recap and recommended next step. Approval gates: Human send approval, Open items assigned, No unsupported ROI/customer claims - Pilot Workshop Invite (calendar-invite): SCRIMED pilot scoping workshop: {workflow_or_priority}. Approval gates: Workshop owner approval, Reviewer roles identified, No production access request - Security And Procurement Packet Note (handoff-note): SCRIMED diligence packet and open gates. Approval gates: Qualified owner review, No certification claim, Contract authority separated - Kickoff Invite And Agenda (calendar-invite): SCRIMED kickoff: {engagement_name}. Approval gates: Scope approval retained, Access or tenant gate approved if needed, No PHI in event - Renewal And Expansion Review (presentation): SCRIMED review: outcomes, open gates, and next package. Approval gates: Evidence reviewed, Customer permission checked, Finance/legal claims reviewed ## Calendar Packets - SCRIMED Discovery Call (30 min): Confirm workflow priority, review owners, no-PHI rule, and best SCRIMED next step. Do not include PHI, patient identifiers, credentials, or production records. Follow-up: Send recap and recommended next step within one business day. - SCRIMED Tailored Demo (45 min): Review the selected synthetic demo, proof routes, decision criteria, and retained approval boundaries. Follow-up: Send demo recap, open questions, and recommended next action within one business day. - SCRIMED Pilot Scoping Workshop (60 min): Define pilot objective, success metrics, workflow scope, review owners, commercial path, and open approval gates. Follow-up: Deliver scoping note and owner map within two business days. - SCRIMED Security And Procurement Review (45 min): Review diligence evidence, open security/privacy/legal/procurement gates, blocked claims, and owner assignments. Follow-up: Return open-gate register and owner list within two business days. - SCRIMED Pilot Kickoff (60 min): Confirm approved scope, owners, cadence, no-PHI rules, proof routes, escalation path, and first-week actions. Follow-up: Publish owner matrix and first-week actions within one business day. - SCRIMED Renewal And Expansion Review (45 min): Review approved evidence, open gates, outcomes, renewal health, expansion options, and retained boundaries. Follow-up: Send review packet and next-package recommendation within three business days. ## Meeting Cadences - Lead Response Triage: Daily business-day review with same-day response target for qualified inbound interest. Owner: Revenue Operations. Boundary: Triage is not customer acceptance, clinical advice, legal advice, or contract approval. - Demo Office Hours: Twice weekly pooled demo blocks for qualified prospects. Owner: Sales Engineering. Boundary: Demo office hours do not create production approval or customer reference permission. - Pilot Scope Board: Weekly review of active pilot scoping opportunities. Owner: Deal Desk + Product. Boundary: Pilot scope board does not approve contract terms, PHI, security posture, or production connectors. - Security And Procurement Queue: Weekly or deal-triggered review when diligence questions arrive. Owner: TrustOps + Legal Ops + Finance. Boundary: Queue prepares evidence only; qualified reviewers retain authority. - Pilot Steering Cadence: Weekly during active pilot or readiness sprint; biweekly for retainer review. Owner: Customer Operations + TrustOS. Boundary: Steering cadence does not authorize clinical use, public claims, or production expansion. ## Presentation Packets - Executive Buyer Overview: C-suite, transformation, operations, clinical informatics, and board-adjacent buyer sponsors. Gate: Claims governance review before buyer-specific sharing. - Demo Operator Deck: Sales engineering, buyer workflow owners, and product reviewers. Gate: Demo script and blocked claims reviewed before use. - Security And Procurement Packet: Security, privacy, legal, procurement, finance, and compliance reviewers. Gate: Qualified legal, security, privacy, and finance review for buyer-specific use. - Pilot Kickoff Deck: Buyer sponsor, workflow owner, delivery team, and review owners. Gate: Scope, owner, access, and evidence-cadence approval retained before kickoff. - Renewal And Expansion Proof Review: Executive sponsor, finance, operations, product, and delivery owners. Gate: Customer permission, counsel, finance, and release decision before external value claims. ## Handoffs - Inbound or referral source -> Revenue Operations: Buyer fit and no-PHI acknowledgement are present. Next: Approve response and send discovery calendar-ready copy. - Revenue Operations -> Sales Engineering + Product Console: Discovery identifies a demo-worthy use case and decision question. Next: Prepare demo script and confirmation email. - Sales Engineering -> Deal Desk + Product + TrustOS: Buyer asks for pilot, assessment, diligence, or implementation path. Next: Schedule pilot scoping workshop and price-floor review. - Deal Desk -> TrustOps + Legal Ops + Finance: Buyer diligence, security, privacy, procurement, legal, or finance review begins. Next: Assign qualified reviewers and return no-authority packet. - Deal Desk + Revenue Operations -> Customer Operations + Delivery + TrustOS: Assessment, sprint, pilot, or retainer scope is approved for kickoff. Next: Schedule kickoff and publish first-week action register. - Customer Operations + Delivery -> Revenue Operations + Finance + Product: Pilot, assessment, or retainer reaches review or renewal checkpoint. Next: Prepare renewal or expansion review with claims and finance review. ## Blocked Content - email sent automatically - calendar invite created automatically - customer approved - contract approved - procurement approved - BAA approved - security review passed - HIPAA certified - SOC 2 certified - HITRUST certified - FDA cleared - ONC certified - PHI processing approved - live data approved - production connector approved - EHR writeback approved - clinical use authorized - revenue guaranteed - ROI guaranteed - patient identifiers - production credentials - certification claims - guaranteed ROI - PHI - credentials - signed contracts - security secrets - live patient data - customer claim without permission - clinical validation claim - diagnosis - treatment recommendation - reimbursement guarantee - security certification claim - guaranteed savings - approved clinical use - production endpoint - unreviewed SOW - price commitment without deal desk - contract accepted - contract secrets - access before approval - customer public claim - ROI guarantee - compliance certified - clinical validation - customer value proof without permission - security certification - live patient use - autonomous clinical decision - PHI approved - production activation - clinical care authorized - customer endorsement - public case study approved ## Next Build Step Use /client-onboarding as the communication control plane for every buyer meeting: choose the stage, select a human-reviewed template, use the calendar-safe packet, assign follow-up owner, and route any legal, finance, security, PHI, production, or clinical request to the proper boundary owner before external commitments expand.