# Flow Pilot Case Run Sheet

Use this for the first real customer proof case.

## Owners

### Sales owner
- [ ] Named pilot tenant
- [ ] Approved buyer contact
- [ ] Approved quote level

### Flow ops
- [ ] RFP source
- [ ] Ticket ID
- [ ] First response timestamp
- [ ] Recovery status

### Finance ops
- [ ] Payment reference
- [ ] Reconciliation row
- [ ] Recovery or adjustment row

### Integration owner
- [ ] Provider name
- [ ] Property ID
- [ ] Block/reservation ID
- [ ] Webhook or retry evidence

### Security owner
- [ ] Consent note
- [ ] Redaction check
- [ ] Access owner
- [ ] External-use decision

## Run steps
1. Select one pilot tenant and one real commercial journey.
2. Capture the incoming RFP, email, widget lead or form lead.
3. Create the OfferFlow proposal with approved brand template.
4. Send buyer portal and capture open, section view and CTA click.
5. Sign with Marketplace eSign or approved external provider.
6. Start Kustom payment and store payment reference or blocker.
7. Queue PMS block create/update/release and store provider result.
8. Export evidence, run approval gate and mark approved or internal only.

## Acceptance
- [ ] 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.

## Decision rule
Approved case or internal only. Missing Kustom, PMS, eSign or customer approval blocks external sales use.