WS6 · Vertical Partnerships & BDM.
Lead: TBA · senior BDM · Provider: CoSai · Current state: Built
1 · Current state & lifecycle
2 · Transition history
Every state transition this workstream has made. Each row carries the trigger event that caused the transition — the single sentence that justifies the state change.
| Date | Transitioned to | Trigger |
|---|---|---|
| 1 March 2026 | Pending scope | Workstream named in Vol 4 Ch 12 |
| 10 April 2026 | Scoped | 18-vertical sequence locked in Investor Pack · Vertical-1 selected · community-manager flow designed |
| 25 May 2026 | Built | /community-manager, /community-manager/role, /app/causes, /me/* member experience surfaces shipped · D1 migrations 0003, 0004, 0008 applied · seed data realistic |
3 · PMO commentary
WS6 is the cleanest example on the map of "Built but not yet Implemented" — every surface is shipped, the community-manager experience is fully working, the member side of the platform is operating end-to-end, but no actual Vertical-1 partner has been onboarded yet. The infrastructure is waiting for the BDM seat to be filled and the first partner MoU to be signed. Phase 1 advances this workstream by two state transitions: filling the BDM seat (Steerco #1-2), signing Vertical-1 MoU (Steerco #3-4), running Vertical-1 onboarding (week 9-12), and transitioning to Implemented at G4 once the first 100 referrals are flowing through the chain.
4 · Phase 1 / Phase 2 deliverables
BDM engaged by Steerco #3. Vertical-1 partner MoU signed by Steerco #4. Onboarding playbook locked. Vertical-1 live with first 100 referrals through the chain by G4 cutover.
BDM expands vertical-by-vertical per Investor Pack trajectory · Vertical-2 onboarded FY28 · all 18 verticals operating by FY31 · partnership economics drive the YDT acquisition KPI and the WS2 revenue KPI in parallel.
5 · Phase 1 milestones
The build-out plan for this workstream across the 13-week Phase 1. Each row reviewed at the relevant Steerco. Where the milestone triggers a state transition, the new state is shown.
| Week | Steerco | Milestone | Moves WS to |
|---|---|---|---|
| W2 | #1 | BDM seat scope locked · shortlist of 3 senior BDMs engaged | No state change |
| W6 | #3 | Vertical-1 partner identified · MoU drafted with WS4 counsel | No state change |
| W9 | #4 | Vertical-1 partner MoU signed · onboarding playbook locked | No state change |
| W12 | #6 | Vertical-1 live · first 100 referrals through the chain · WS6 transitions to Implemented at G4 | → Implemented |
6 · KPI architecture
| KPI category | Vertical-launch milestones · partnership economics |
|---|---|
| Examples | Vertical-1 launched M4-M6 (per investor milestones) · Vertical-2 onboarded FY28 · full 18-vertical rollout by FY31 |
| Volume / Chapter source | Vol 2 Ch 5 (18 verticals · 831,565 practitioners) + Vol 4 Ch 12 (operating PMO) |
7 · Cross-workstream interfaces
How this workstream supplies and consumes from the other six. Reading these interfaces is how you read the operating model end-to-end.
| Partner | Supplies to partner | Consumes from partner |
|---|---|---|
| WS1 | — | Acquisition narrative + creative per vertical |
| WS2 | — | Live commission platform for Vertical-1 partner onboarding |
| WS4 | — | Partner MoU · vertical-onboarding agreement templates |
8 · Physical artefacts in the repo
Every artefact that exists today as evidence this workstream is at the claimed maturity. 9 routes.
| Route | Description |
|---|---|
| /community-manager | Community-manager role · earn passive income · redirect a slice · cause-flow |
| /community-manager/role | A real job, with a real rhythm — full role description |
| /app/causes | Causes administration · approval/rejection workflow |
| /me | Member experience hub · dashboard · transactions · statement |
| /me/transactions | Member transactions list |
| /me/statement | Member statement · monthly |
| /me/learn | Member learning content |
| /me/refer | Member referral surface |
| /me/payouts/:id | Member payout view |
9 · Bottom-up evidence-based status reports
No bottom-up status reports have yet been compiled for WS6. The PMO authors these approximately 5 working days ahead of each Steerco — see the WS2 example at /engagement/pmo/ws-status/WS2/2 for the format Carla and the workstream leads use.