After purchase
Eligibility confirmation
Eligibility review is included. Material stabilization is not.
Workflow
Purchase to operating cadence
- 01
Purchase
Customer completes checkout for one Core or Growth plan. First month is charged at checkout. Checkout does not auto-issue Enterprise and does not promise unsupported technology.
- 02
Eligibility confirmation
Dicho confirms basic eligibility within 5 business days of the first successful charge, or within 10 business days if access or inputs are still outstanding. Eligibility review is included. Material stabilization is not.
- 03
Access and inputs
Customer supplies accounts, assets, source material, priorities, and a named approver.
- 04
Baseline
Dicho creates the current-state baseline for the subscribed service.
- 05
First priority plan
Dicho documents the first managed priority plan and the approval, communication, and third-party-cost boundaries.
- 06
Operating cadence
Recurring work begins only after eligibility is confirmed and required access and inputs are received.
If the plan does not fit
Unsuitable-plan path
01 Re-scope
Move the customer to the correct Core or Growth plan. Charge or credit the price difference.
02 90-day credit
Hold the first-period fee as a 90-day credit toward required stabilization, foundation, or source-capture work. Do not start the recurring envelope until that project is complete or waived in writing.
03 Refund
If Dicho cannot deliver the purchased entitlement and the customer declines re-scope, cancel and refund the unused first period, provided work beyond eligibility review has not begun.
Controls
What this workflow forbids
- Do not silently fulfill a narrower plan while charging for the purchased plan, except by written customer agreement.
- Do not treat eligibility review as a hidden first-month rebuild, migration, or brand-foundation engagement.
- Do not start the operating cadence before eligibility confirmation.
