Trial Conversion Executive Renewal Sync

Trial Conversion Executive Renewal Sync

This public-safe sync records that private Enterprise PR #93 delivered trial conversion executive summary and renewal action 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, 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 closeout and revenue handoff evidence and records reference-only executive summary and renewal action metadata for closed-out conversions.

Private evidence records references for:

• executive summary;
• leadership report;
• account-team action;
• customer-success summary;
• risk owner;
• summary owner and generation timestamp;
• renewal action;
• renewal owner;
• renewal stage;
• next renewal milestone;
• expansion opportunity;
• commercial follow-up;
• action due date.

Public Boundary

The public repository may document the executive and renewal workflow, expected gates, and reference names. It must not store:

• customer payloads;
• customer health records;
• 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:

• conversion closeout and revenue handoff evidence is ready;
• conversion closeout and revenue handoff approval is approved;
• the approval package matches the closeout/revenue evidence package;
• conversion target is paid_pilot or production;
• leadership, account-team, customer-success, risk-owner, renewal-owner, milestone, expansion, and commercial follow-up references are present.

Enterprise Challenge Solved

Closed-out conversions can still lose momentum when executive visibility, account-team action, customer-success follow-up, and renewal ownership are not tracked together. This private gate makes leadership summary and renewal accountability auditable without exposing commercial, finance, customer, or provisioning implementation details.

Next Recommendation

Private conversion customer follow-through evidence is now documented in Trial-Conversion-Customer-Followthrough-Sync.md. Next, add private customer follow-through renewal outcome rollup evidence so customer-success, account-team, renewal-owner, and leadership actions can be closed against renewal outcome, expansion, and commercial next-step references without exposing customer records, account records, finance records, billing secrets, license-service internals, or production provisioning secrets.