Pilot Case Run Sheet
Kör första riktiga Flow-caset utan att blanda demo och proof
Den här sidan är arbetsytan för första kundbeviset: vem gör vad, vilken evidence som krävs och när caset får användas externt.
Decision
Approved case eller internal only
Om Kustom, PMS, eSign eller kundapproval saknas ska caset inte användas i säljyta. Då är det ett internt proof tills blocker är stängd.
5
owners
8
steps
5
rules
Owners
Varje bevispunkt har en tydlig ägare
Customer scope, buyer contact, quote text and publish approval.
- Named pilot tenant
- Approved buyer contact
- Approved quote level
RFP intake, widget signal, ticket timeline, booking state and recovery notes.
- RFP source
- Ticket ID
- First response timestamp
- Recovery status
Kustom payment reference, failed-payment handling, refund/adjustment evidence.
- Payment reference
- Reconciliation row
- Recovery or adjustment row
PMS/eSign connector setup, provider callbacks, sync IDs and retry evidence.
- Provider name
- Property ID
- Block/reservation ID
- Webhook or retry evidence
PII redaction, consent trail, access review and safe external-use decision.
- Consent note
- Redaction check
- Access owner
- External-use decision
Run steps
Så kör vi caset
- Select one pilot tenant and one real commercial journey.
- Capture the incoming RFP, email, widget lead or form lead.
- Create the OfferFlow proposal with approved brand template.
- Send buyer portal and capture open, section view and CTA click.
- Sign with Marketplace eSign or approved external provider.
- Start Kustom payment and store payment reference or blocker.
- Queue PMS block create/update/release and store provider result.
- Export evidence, run approval gate and mark approved or internal only.
Acceptance
Det här måste vara sant innan extern användning
- No demo data is presented as live proof.
- Customer identity and publish level are explicit.
- Payment and provider references are real or clearly marked blocked.
- All blockers have owner, ETA and next action.
- Sales material only uses approved claims.