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Process

From application to revocation. Every step has an owner.

Eight phases, published with their durations, owners, artifacts, and the exact decision they produce. Read this as a procurement document, not a marketing page. It is the same arc a buyer's counsel would walk through if they were diligencing us.

P-01
Application
~1 hour of your time
Applicant + admissions analyst

A structured intake. Firm metadata, capability declaration, three live references, two redacted case studies, and a security-baseline self-assessment.

Roughly 35% of applications advance to full audit. Most declines are at the references and security artifacts, not technical depth.

Artifacts produced
  • Application record (versioned)
  • Initial screen score against admissibility rubric
  • Disposition: advance · clarification requested · decline
P-02
Vetting audit
2–4 weeks, calendar
Lead reviewer + 2 specialist reviewers + admissions analyst

Five pillars scored independently on the L0–L4 scale published in the rubric. Two reviewers per pillar, disagreements escalated to a calibration call. Evidence is captured in the audit packet and retained for the membership term.

Borderline files receive a recorded calibration discussion. The audit packet is what would be shown to a buyer's counsel under NDA. It is built for that audience.

Artifacts produced
  • Per-pillar scoresheet (signed)
  • Reference transcripts (3, structured)
  • Security baseline checklist (signed by the agency)
  • Decision memo. Tier eligibility + pass conditions
P-03
Mark issuance
Same day as decision
Trust ops

On a pass decision, a verification record is created with a permanent badge ID, the rubric version cleared, tier, and vetting date. The embed snippet and live verification URL are issued through the agency portal.

Pre-issuance use of the mark. Including in proposals or live RFPs. Is grounds for permanent disqualification. The badge is live-rendered; static copies will not verify.

Artifacts produced
  • Verification page (public, live status)
  • Embeddable mark (HTML / image / proposal block)
  • Counter-signed membership agreement
P-04
Directory placement
≤ 24 hours after issuance
Directory editor

Profile is built from the audit packet, agency-supplied case studies, and the capability declaration. Placement weight is a function of tier, recency, and intro outcomes. Not pay-to-play.

Featured placement is included at Backed; co-marketed top placement at Managed. Verified holders are listed; placement weight is earned, not purchased.

Artifacts produced
  • Public agency profile page
  • Filterable capability tags
  • Intro endpoint (attributed)
P-05
Liaison onboarding (Backed & Managed)
5 business days
Assigned liaison + agency principal

The named US liaison is assigned, introduced to the agency principal, and walked through the live engagement portfolio. Escalation paths, comms templates, and the covered-call calendar are configured.

The liaison is not your project manager. Coverage is bounded to pitch, kickoff, escalation, and milestone-gate calls. Standups and routine status are explicitly excluded by contract.

Artifacts produced
  • Liaison assignment record
  • Escalation runbook (per-engagement)
  • Covered-call credit ledger
  • Standing comms templates
P-06
Sourcing & attribution
Continuous
Directory ops + liaison

Every introduction is stamped with an attribution code (prevouched_sourced, liaison_assisted, agency_sourced) at origination. Codes are reconciled monthly against agency-reported pipeline.

Attribution is encoded, not negotiated after the fact. Disputes are reviewed by a partner who did not work the deal; published reversal rate appears in the changelog.

Artifacts produced
  • Intro ledger (immutable, agency-visible)
  • Monthly reconciliation statement
  • Disputed-attribution review log
P-07
Engagement operations
For the life of each client engagement
Liaison + agency delivery lead

Liaison sends expectation-setting comms at kickoff, attends covered calls, handles escalation in writing, and gates milestones. Async load is poolable, which is what makes the model scale.

Most engagements never reach escalation. The expectation-setting memo is the single most predictive artifact for whether they will.

Artifacts produced
  • Expectation-setting memo (week one)
  • Milestone-gate acceptance record (binary)
  • Escalation file (one per incident)
  • Monthly liaison summary to the client
P-08
QA, re-attestation, revocation
Continuous; full re-attestation at 12 months
Trust ops

QA flags accumulate from client complaints, missed SLAs, and security events. Severe events trigger immediate review; the verification page and directory update within 15 minutes of a revocation decision.

A mark that cannot be lost is not trust. Published revocations are recorded in the changelog without retraction.

Artifacts produced
  • QA flag register (per-agency)
  • Re-attestation packet (12-month)
  • Revocation decision memo (public reason field)
Roles & responsibilities

Who owns what. On the record.

Task
Prevouched
Agency
Buyer
Define and version the rubric
A
C
I
Submit application & evidence
C
R
-
Score the audit
R
C
-
Issue / revoke the mark
A·R
I
I
Run client delivery
-
A·R
C
Set expectations & gate milestones
C
R
A
Handle escalation in writing
R
C
C
Issue invoices to client
-
A·R
C
Invoice agency (membership · success fee)
A·R
C
-
R responsible · A accountable · C consulted · I informed · "-" not involved

If you can read this and still want in, you're the kind of shop we admit.