Elite governance desk

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Proposal to workspace bridge

Onboarding — Desk Test £4,000+VAT/mo, ≤20h cap

Ceilings, not entitlements. Sprint Test £7,500 +VAT is a fixed fee for the agreed module only — never a complete licence. Fictional demo data.

Checklist (all five before first upload)

Usable inputs received (sponsor + finance owner + coordinator named)
Name the three humans Elite will work with before records arrive.
Owner (named human) Due date
Entities 3 or fewer / people 8 or fewer triaged (whole-group triage first)
Confirm the Sprint envelope perimeter before any mapping starts.
Owner (named human) Due date
Sample + responsibility map signed (quote only after sample)
Quote follows a document sample and a confirmed responsibility map.
Owner (named human) Due date
Grants provisioned (MFA, least-privilege, no super-admin)
Workspace grants are least-privilege and session-bound.
Owner (named human) Due date
First digest date set (weekly cadence booked)
Book the weekly digest date so the Desk cadence starts on time.
Owner (named human) Due date

First upload (checks incomplete — warning only)

Warning, not a block: the upload area stays reachable. Complete the checks first to avoid rework.

Excluded — never in base (verbatim)

forecasts
sufficiency certificate
business plan
suitability opinions
forensics
property / tax / employment advice
transfers and disputes
assurance
full submission
any guarantee

Exit pack

Registers, manifest, and hours log travel with you at exit — no subscription lock-in. Next step when all five check out: first upload via the checklist link above (open the evidence inbox).

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Onboarding — Desk Test £4,000+VAT/mo, ≤20h cap

Checklist (all five before first upload)

Usable inputs received (sponsor + finance owner + coordinator named)

Entities 3 or fewer / people 8 or fewer triaged (whole-group triage first)

Sample + responsibility map signed (quote only after sample)

Grants provisioned (MFA, least-privilege, no super-admin)

First digest date set (weekly cadence booked)

Excluded — never in base (verbatim)

Exit pack