Trial Conversion Customer Followthrough Sync

Trial Conversion Customer Follow-Through Sync

This public-safe sync records that private Enterprise PR #94 delivered trial conversion customer-success and account-team follow-through evidence in Huzefaaa2/cavra-enterprise.

The public Community repository contains only boundary documentation. It does not contain Enterprise source code, customer records, customer health records, account records, finance records, billing data, license-service internals, production provisioning details, private policy packs, or runtime secrets.

Private Evidence Added

The private Enterprise evidence consumes approved conversion executive renewal evidence and records reference-only customer-success and account-team follow-through metadata for closed-out paid-pilot and production conversions.

Private evidence records references for:

• customer-success follow-up;
• customer health review;
• adoption checkpoint;
• support transition;
• customer-success owner;
• account-team follow-up;
• leadership action;
• renewal-owner acknowledgement;
• renewal commitment;
• commercial next step;
• account owner;
• renewal owner;
• follow-up due dates.

Public Boundary

The public repository may document the customer follow-through workflow, expected gates, and reference names. It must not store:

• customer payloads;
• customer health records;
• account records or account notes;
• customer billing records;
• finance records;
• payment-provider secrets;
• license keys or signing material;
• registry credentials;
• production provisioning payloads;
• tenant secrets;
• SaaS backend implementation;
• Enterprise source code;
• paid policy packs.

Readiness Gates

The private evidence is ready only when:

• executive renewal evidence is ready;
• executive renewal approval is approved;
• the approval package matches the executive renewal evidence package;
• conversion target is paid_pilot or production;
• renewal owner matches the approved renewal action owner;
• customer-success, health-review, adoption, support-transition, account-team, leadership, renewal-owner, renewal-commitment, commercial, and owner references are present.

Enterprise Challenge Solved

Executive renewal packages can still fail commercially when leadership action, account-team ownership, customer-success follow-up, support transition, and renewal-owner acknowledgement are not tracked to completion. This private gate makes post-conversion accountability auditable without exposing customer, account, finance, billing, license, or provisioning implementation details.

Next Recommendation

Private conversion renewal outcome rollup evidence is now documented in Trial-Conversion-Renewal-Outcome-Rollup-Sync.md. Next, add private final commercial renewal closeout package evidence so approved renewal outcomes can be packaged for executive reporting, customer-success handoff, account-team follow-up, revenue operations, and public-safe sync without exposing customer records, account records, finance records, billing secrets, license-service internals, or production provisioning secrets.