Turn buyer interest into the right demo, meeting, pilot, and follow-up.

Inquiry Qualification

• Owner: Founder + Revenue Operations
• Buyer outputs: Fit response, Discovery scheduling options, Safe proof route
• Internal outputs: Qualified lead note, Selected onboarding path, Initial disqualifier check
• Hard stops: PHI in intake, production credential shared, legal or clinical approval requested

Discovery Scheduling

• Owner: Revenue Operations
• Buyer outputs: Calendar-ready description, Discovery agenda, Pre-call no-PHI note
• Internal outputs: Meeting owner, CRM-safe record, Follow-up SLA timer
• Hard stops: calendar invite without human approval, PHI or credentials in event body, unsupported promise in agenda

Demo Preparation

• Owner: Sales Engineering + Product Console
• Buyer outputs: Demo confirmation, Run-of-show, Proof route list
• Internal outputs: Demo script, Blocked-claim checklist, Follow-up packet plan
• Hard stops: live patient data requested, custom claim without evidence, customer reference implied without permission

Demo Follow-Up

• Owner: Revenue Operations + Buyer Diligence
• Buyer outputs: Recap email, Proof route links, Next-step recommendation
• Internal outputs: Opportunity update, Objection log, Pilot or diligence handoff
• Hard stops: ROI guarantee, clinical approval implied, unpriced custom work promised

Pilot Scoping

• Owner: Deal Desk + Product + TrustOS
• Buyer outputs: Pilot scoping note, Workshop agenda, Decision criteria
• Internal outputs: Pilot package, Price floor, Diligence path, Required approvals
• Hard stops: PHI in pilot scope, production connector dependency, SOW or price commitment without review

Security and Procurement Review

• Owner: TrustOps + Legal Ops + Finance
• Buyer outputs: Diligence packet outline, Reviewer agenda, Open-gate register
• Internal outputs: External-review queue, Counsel/accounting/tax routing, Security evidence request
• Hard stops: certification claim without proof, contract language approved informally, security review represented as passed

Kickoff and Onboarding

• Owner: Customer Operations + Product + TrustOS
• Buyer outputs: Kickoff invite, Onboarding checklist, Evidence cadence
• Internal outputs: Delivery workspace, Owner matrix, First-week action plan
• Hard stops: scope not approved, PHI requested before BAA/security gate, customer invitation before tenant/access approval

Review, Renewal, and Expansion

• Owner: Customer Operations + Revenue Operations + Finance
• Buyer outputs: Review agenda, Renewal or expansion packet, Open-gate summary
• Internal outputs: Renewal health note, Expansion scope, Finance and claim review queue
• Hard stops: customer value claim without permission, revenue or ROI guarantee, production expansion without approvals

Qualified Inquiry Response

Hi {first_name}, thanks for reaching out. Based on your note about {workflow_or_priority}, the safest next step is a no-PHI discovery call focused on current workflow friction, review owners, and the right SCRIMED proof route. We will not ask for patient data, credentials, production access, or sensitive records in this call. If useful, I can send a 30-minute calendar hold with the agenda below.

• Audience: Prospective buyer or partner sponsor
• Fields: first_name, workflow_or_priority, organization, preferred_times
• Approvals: Human send approval, No PHI in thread, No unsupported claims, CRM-safe source captured
• Blocked: patient identifiers, production credentials, certification claims, guaranteed ROI

Discovery Calendar Description

Agenda: 1. Confirm workflow priority and buyer goals. 2. Identify review owners and decision criteria. 3. Match the need to demos, offerings, or pilot paths. 4. Confirm no-PHI boundaries and next steps. Please do not include PHI, patient identifiers, production credentials, live clinical records, contract secrets, or security-sensitive artifacts in this invitation or call.

• Audience: Buyer sponsor, workflow owner, and SCRIMED revenue owner
• Fields: workflow_or_priority, attendees, meeting_owner, conference_link
• Approvals: Calendar owner approval, No PHI or credentials, Attendee list approved
• Blocked: PHI, patient identifiers, credentials, signed contracts, security secrets

Demo Confirmation Email

Hi {first_name}, confirming our SCRIMED demo for {demo_name}. We will use synthetic examples only and focus on how the workflow, evidence, controls, and retained approval boundaries work. The goal is to decide whether a scoped assessment, pilot workshop, diligence packet, or no-go decision is the right next step.

• Audience: Demo attendees and buyer sponsor
• Fields: first_name, demo_name, demo_route, decision_question
• Approvals: Demo owner approval, Claims guard reviewed, No customer reference without permission
• Blocked: live patient data, customer claim without permission, clinical validation claim

Demo Run Of Show

Open with buyer problem, no-PHI boundary, and expected decision. Show the selected demo route, proof routes, and evidence controls. Pause for buyer questions, classify each as product, security, clinical, legal, finance, data, or procurement. Close with one recommended next step and blocked claims that remain unavailable.

• Audience: SCRIMED demo operator and sales engineering
• Fields: demo_name, buyer_problem, proof_routes, next_step
• Approvals: Operator runbook reviewed, Blocked claims checked, Follow-up owner assigned
• Blocked: diagnosis, treatment recommendation, reimbursement guarantee, security certification claim

Demo Follow-Up Email

Thank you for the time today. The main workflow themes were {themes}. The best next step appears to be {recommended_next_step}, with these proof routes: {proof_routes}. Open items: {open_items}. We are keeping this in no-PHI, synthetic-evaluation mode until any privacy, security, legal, clinical, or production approvals are formally reviewed.

• Audience: Buyer sponsor and attendees
• Fields: themes, recommended_next_step, proof_routes, open_items
• Approvals: Human send approval, Open items assigned, No unsupported ROI/customer claims
• Blocked: guaranteed savings, approved clinical use, security review passed, contract approved

Pilot Workshop Invite

Agenda: 1. Confirm pilot objective and decision criteria. 2. Identify workflows, excluded data, and no-PHI requirements. 3. Review proof routes, cadence, and reviewer roles. 4. Confirm commercial, legal, security, and procurement gates. Outcome: scoped next-step recommendation, open-gate register, and owner map.

• Audience: Buyer sponsor, workflow owner, security/privacy reviewer, finance/procurement contact, SCRIMED owner
• Fields: workflow_or_priority, attendees, decision_criteria, review_owners
• Approvals: Workshop owner approval, Reviewer roles identified, No production access request
• Blocked: PHI, production endpoint, unreviewed SOW, price commitment without deal desk

Security And Procurement Packet Note

Attached is the SCRIMED diligence path for {buyer_context}. This material summarizes readiness evidence, proof routes, open approvals, and blocked claims. It does not certify compliance, approve security posture, authorize PHI processing, approve a BAA, or bind contract terms. Please route reviewer-specific questions to the assigned owner list.

• Audience: Buyer diligence reviewers and SCRIMED legal/finance/security owners
• Fields: buyer_context, assigned_owners, open_gates, proof_routes
• Approvals: Qualified owner review, No certification claim, Contract authority separated
• Blocked: BAA approved, SOC 2 certified, HIPAA certified, contract accepted

Kickoff Invite And Agenda

Agenda: 1. Confirm approved scope, owners, and no-PHI rules. 2. Review delivery cadence and proof routes. 3. Assign first-week actions and escalation owners. 4. Confirm evidence, follow-up, and change-control process. Please do not place PHI, credentials, production records, or confidential contract artifacts in the event body.

• Audience: Buyer sponsor, implementation owner, review owners, SCRIMED delivery team
• Fields: engagement_name, owners, cadence, first_week_actions
• Approvals: Scope approval retained, Access or tenant gate approved if needed, No PHI in event
• Blocked: PHI, production credentials, contract secrets, access before approval

Renewal And Expansion Review

Frame the review around approved evidence, open gates, unresolved risks, next package options, and retained approval boundaries. Avoid customer-value, ROI, clinical, security, or compliance claims unless exact language has approval and retained evidence.

• Audience: Executive sponsor, buyer team, SCRIMED revenue and delivery owners
• Fields: outcomes, open_gates, next_package, approval_status
• Approvals: Evidence reviewed, Customer permission checked, Finance/legal claims reviewed
• Blocked: customer public claim, ROI guarantee, clinical validation claim, compliance certified

SCRIMED Discovery Call

• Attendees: Buyer sponsor, Workflow owner when available, SCRIMED revenue owner
• Scheduling: Offer two to three time windows, Include no-PHI notice, Assign follow-up owner before send
• Follow-up: Send recap and recommended next step within one business day.
• Discovery does not approve pilot scope, procurement, PHI, or clinical use.

SCRIMED Tailored Demo

• Attendees: Buyer sponsor, Workflow owner, Optional security/privacy reviewer, SCRIMED demo operator
• Scheduling: Attach demo route, Block unsupported customer claims, Confirm synthetic-only setup
• Follow-up: Send demo recap, open questions, and recommended next action within one business day.
• Demo uses synthetic examples only and does not authorize live data or production workflow execution.

SCRIMED Pilot Scoping Workshop

• Attendees: Executive sponsor, Workflow owner, Security/privacy contact, Procurement or finance contact, SCRIMED deal owner
• Scheduling: Confirm buyer decision criteria, Reject PHI and production endpoint details, Route custom work to deal desk
• Follow-up: Deliver scoping note and owner map within two business days.
• Workshop does not create signed scope, price commitment, production access, or customer approval.

SCRIMED Security And Procurement Review

• Attendees: Buyer security/privacy reviewer, Buyer procurement or legal contact, SCRIMED security/legal/finance owner
• Scheduling: Use no-PHI diligence material, Separate contract authority, Keep certification claims behind proof
• Follow-up: Return open-gate register and owner list within two business days.
• Review does not certify security, approve BAA, approve contract terms, or authorize PHI.

SCRIMED Pilot Kickoff

• Attendees: Buyer sponsor, Implementation owner, Review owners, SCRIMED delivery and trust owners
• Scheduling: Require approved scope, Confirm evidence cadence, Keep sensitive artifacts out of invite body
• Follow-up: Publish owner matrix and first-week actions within one business day.
• Kickoff does not bypass access, tenant, BAA, security, connector, or clinical approval gates.

SCRIMED Renewal And Expansion Review

• Attendees: Executive sponsor, Buyer workflow owner, SCRIMED revenue owner, Finance or delivery owner when needed
• Scheduling: Use approved evidence only, Do not include customer value claims without permission, Route expansion through deal desk
• Follow-up: Send review packet and next-package recommendation within three business days.
• Review does not guarantee ROI, reimbursement, revenue, production approval, or customer public permission.

Human send approval

• Evidence: Template selected, Recipient context checked, No-PHI scan, Claim guard reviewed
• Hard stops: automatic send attempted, unsupported claim present, recipient list unknown

No-PHI communication boundary

• Evidence: No-PHI reminder in calendar-ready content, Sensitive artifact route separated, Owner assigned for exceptions
• Hard stops: PHI in message, production credentials in invite, live record attached

Calendar-safe field policy

• Evidence: Meeting type, duration, approved attendees, no-PHI description, follow-up SLA
• Hard stops: sensitive artifacts in event body, attendees not approved, approval claim in title

Presentation claim guard

• Evidence: Proof route list, Blocked claims reviewed, Buyer-specific claims approved before use
• Hard stops: customer claim without permission, certification claim, ROI or revenue guarantee

CRM and source logging

• Evidence: Source captured, Stage assigned, Owner assigned, Follow-up SLA set
• Hard stops: contact source missing, owner missing, sensitive notes copied into CRM

Follow-up SLA

• Evidence: Meeting outcome, Open items, Owner map, Due date
• Hard stops: no owner for open item, follow-up without boundary review, unreviewed custom scope

Handoff before commitment

• Evidence: Selected package, Proof routes, Open gates, Decision owner, Next action
• Hard stops: commitment made before handoff, price or scope not reviewed, production gate omitted

Meeting notes boundary

• Evidence: Notes owner, No-PHI scan, Open claims separated, Sensitive artifact references externalized
• Hard stops: PHI in notes, contract conclusion in notes, security-sensitive artifact copied

Inbound or referral source to Revenue Operations

• Artifacts: Qualified lead note, Source attribution, Initial workflow priority, Preferred scheduling windows
• Proof routes: /client-onboarding, /sales-attribution, /growth-engine
• Hard stops: PHI in intake, no contact consent, no owner assigned

Revenue Operations to Sales Engineering + Product Console

• Artifacts: Buyer problem, Selected demo, Decision question, Blocked claims, Proof route list
• Proof routes: /demos, /offerings, /qa-claim-guard
• Hard stops: demo requires live patient data, unsupported customer reference requested, no follow-up owner

Sales Engineering to Deal Desk + Product + TrustOS

• Artifacts: Demo recap, Open questions, Recommended package, Decision criteria, Open gates
• Proof routes: /pilots, /enterprise-business-ops, /pilot-deal-room
• Hard stops: price commitment without deal desk, PHI-dependent scope, unreviewed SOW language

Deal Desk to TrustOps + Legal Ops + Finance

• Artifacts: Scope draft, Reviewer roles, Open-gate register, Blocked claims, Diligence packet route
• Proof routes: /approvals-readiness, /global-certification-readiness, /boundary-resolution
• Hard stops: certification self-claim, contract approval implied, BAA or PHI approval represented

Deal Desk + Revenue Operations to Customer Operations + Delivery + TrustOS

• Artifacts: Approved scope, Owner matrix, No-PHI rules, Meeting cadence, Evidence routes, Escalation path
• Proof routes: /pilot-workspace/access, /continuous-review-audit, /operational-efficiency
• Hard stops: scope not approved, access gate skipped, sensitive data requested before approval

Customer Operations + Delivery to Revenue Operations + Finance + Product

• Artifacts: Approved evidence, Open gates, Buyer feedback, Support load, Next-package option
• Proof routes: /public-market-readiness, /enterprise-business-ops, /qa-buyer-proof-release
• Hard stops: customer value claim without permission, ROI guarantee, production expansion without approvals