Momentum AMP · Enterprise Implementation

Customer forms & sign-offs

One sequence, one owner at every step: Evaluate before contract; the internal AE Opportunity Record at contract signature; Project Set-up after G1; the Discovery Workbook during discovery; then Scope, Data Accuracy, Testing and Go-Live sign-offs. Customer Success reviews begin after implementation.

Current controlled files are available below.

Forms and sign-offs schedule

Instrument	Type	Stage	Sent when	Sent by	Completed by	Unlocks
Momentum AMP Evaluate	Customer questionnaire	Stage 0b Solution shaping · pre-contract	Before contract	Enterprise AE	Agency sponsor	Proposal and contract
Momentum AMP AE Opportunity Record	Internal record	Stage 1 Handoff · internal handover	At contract signature, before kickoff	Nobody — internal only, never sent to the agency	Account Executive	Project Set-up is sent
Momentum AMP Project Set-up	Customer questionnaire	Stage 2 Setup	Right after contract signature, once the AE Opportunity Record is accepted	ESC Delivery Lead	Agency project manager	Discovery Workbook
Momentum AMP Discovery Workbook	Customer questionnaire	Stage 4 Discovery	Discovery, after Project Set-up (optional pre-contract path available)	ESC Delivery Lead	Agency team	Scope is written
Momentum AMP Scope Sign-off	Gate sign-off	Stage 5 Scope Sign-off	End of discovery, before build	ESC Delivery Lead	Agency scope signatory	Build starts; change control applies
Momentum AMP Data Accuracy Sign-off	Gate sign-off	Stage 7 Data Migration	After the final trial conversion	Data Migration Lead	Agency data owner and controller	Final conversion is planned
Momentum AMP Testing Sign-off	Gate sign-off	Stage 8 Testing	When agency testing is complete	ESC Delivery Lead	Agency project manager	Training and go / no-go
Momentum AMP Go-Live Sign-off	Gate sign-off	Stage 10 Go-Live	At the go / no-go meeting, before cutover	ESC Delivery Lead	Agency decision-maker	Final conversion and go-live
Customer Success review	Customer Success instrument	Stage 12 Handover · Stage 13 Grow	At handover and each review cycle	Customer Success	Agency executive sponsor and administrators	Ongoing account reviews (not an implementation gate)

What happens, in order

EV · Customer questionnaire (Sheet) · Stage 0b Solution shaping · pre-contract

Momentum AMP Evaluate

Sent to the customer

Agency structure, goals, systems and scope, so the proposal is priced right.

Sent when: Before contract
Sent by: Enterprise AE
Completed by: Agency sponsor
Unlocks: Proposal and contract
Current file: v2.5 · 2026-09-30 · 40 numbered questions/statements

Document link coming soon

AE · Internal record (Sheet) · Stage 1 Handoff · internal handover

Momentum AMP AE Opportunity Record

Internal only — never sent

Internal handover. Sales-to-delivery handover: deal context, classification and every commitment. ESC Delivery Lead accepts it at Gate G1, and Project Set-up is then sent.

Sent when: At contract signature, before kickoff
Sent by: Nobody — internal only, never sent to the agency
Completed by: Account Executive
Unlocks: Project Set-up is sent
Current file: v1.1 · 2026-09-30 · 33 numbered questions/statementsIf the Discovery Workbook was sent before contract (optional path), record the exception in sections 4.5 and 4.6.

Document link coming soon

SU · Customer questionnaire (Sheet) · Stage 2 Setup

Momentum AMP Project Set-up

Sent to the customer

Project team, agency record, staff and producer lists, sign-on.

Sent when: Right after contract signature, once the AE Opportunity Record is accepted
Sent by: ESC Delivery Lead
Completed by: Agency project manager
Unlocks: Discovery Workbook
Current file: v1.2 · 2026-09-30 · 18 numbered questions/statements

Document link coming soon

DW · Customer questionnaire (Sheet) · Stage 4 Discovery

Momentum AMP Discovery Workbook

Sent to the customer

How the agency works today: workflows, data, carriers, finance, reporting.

Sent when: Discovery, after Project Set-up (optional pre-contract path available)
Sent by: ESC Delivery Lead
Completed by: Agency team
Unlocks: Scope is written
Current file: v2.5 · 2026-09-30 · 115 numbered questions/statementsOptional pre-contract path: order 1 → 4 → contract → 2 → 3. Use when an Enterprise prospect needs discovery before pricing, the Evaluate is complete, and there is a named decision-maker and date. Send right after the Evaluate; documents and uploads are not required until the contract is signed. Re-confirm the answers at kickoff before the Scope Sign-off, and record the exception in AE Opportunity Record 4.5 and 4.6.

Document link coming soon

Gate sign-off (Word) · Stage 5 Scope Sign-off

Momentum AMP Scope Sign-off

Sent to the customer

The complete implementation baseline, traced to the questionnaires, discovery sessions, Order Form and sales commitments. Unknowns have an owner and date; custom work has an Engineering feasibility decision.

Sent when: End of discovery, before build
Sent by: ESC Delivery Lead
Completed by: Agency scope signatory
Unlocks: Build starts; change control applies
Current file: v1.5 · 2026-09-30

Document link coming soon

DA · Gate sign-off (Word) · Stage 7 Data Migration

Momentum AMP Data Accuracy Sign-off

Sent to the customer

After the final trial conversion: record counts and samples within the scope-agreed tolerance, trust and bank balances exact, and every exception assigned an owner and resolution.

Sent when: After the final trial conversion
Sent by: Data Migration Lead
Completed by: Agency data owner and controller
Unlocks: Final conversion is planned
Current file: v1.0 · 2026-09-30

Document link coming soon

TS · Gate sign-off (Word) · Stage 8 Testing

Momentum AMP Testing Sign-off

Sent to the customer

Every in-scope deliverable is tested or explained in a production-equivalent environment; no Severity 1 or 2 defect remains open, and each Severity 3 or 4 has a workaround, owner and target date.

Sent when: When agency testing is complete
Sent by: ESC Delivery Lead
Completed by: Agency project manager
Unlocks: Training and go / no-go
Current file: v1.0 · 2026-09-30

Document link coming soon

GL · Gate sign-off (Word) · Stage 10 Go-Live

Momentum AMP Go-Live Sign-off

Sent to the customer

Before final conversion: prerequisite sign-offs, readiness evidence, cutover owners and dates, accepted issues, and the decision (Go / Go with named conditions / Not ready).

Sent when: At the go / no-go meeting, before cutover
Sent by: ESC Delivery Lead
Completed by: Agency decision-maker
Unlocks: Final conversion and go-live
Current file: v1.1 · 2026-09-30

Document link coming soon

Customer Success instrument · Stage 12 Handover · Stage 13 Grow

Customer Success review

Sent to the customer

Owned and sent by Customer Success at handover and each review cycle. Not part of the implementation instrument set.

Sent when: At handover and each review cycle
Sent by: Customer Success
Completed by: Agency executive sponsor and administrators
Unlocks: Ongoing account reviews (not an implementation gate)
Current file: Current controlled files are available below.

sorry we are remolding these forms, coming soon

How they are meant to be used

Standard order: Evaluate before contract → AE Opportunity Record at contract signature → Project Set-up right after signature → Discovery Workbook in discovery → Scope, Data Accuracy, Testing and Go-Live sign-offs.
Optional path: Discovery Workbook before contract: Evaluate → Discovery Workbook → contract → AE Opportunity Record → Project Set-up. Use this only when an Enterprise prospect needs discovery before pricing, the Evaluate is complete, and there is a named decision-maker and date. Send the Discovery Workbook right after the Evaluate; documents and uploads are not required until the contract is signed. Re-confirm answers at kickoff before Scope Sign-off and record the exception in AE Opportunity Record sections 4.5 and 4.6.
Ask once: No question repeats across forms. Every form opens with Agency name, Your name, Your email and Your title; agency name is pre-filled from the Evaluate.
File names: Prefix + question number_agency name_short description, e.g. SU2.2_SmithInsuranceGroup_BrandAssets. Prefixes: AE · EV · SU · DW · DA · TS · GL.
The AE Opportunity Record is internal: The internal sales-to-delivery handover, completed by the Account Executive at contract signature, before kickoff. ESC Delivery Lead's acceptance is Gate G1 and unlocks Project Set-up. Never sent to the agency.
Customer Success review sits outside implementation: Owned and sent by Customer Success at handover and each review cycle. It is not part of the implementation instrument set.

Each form also appears against its stage in the process and in Documents. Adding the link in one place makes it show up everywhere.