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Client Guides

These are the guides we hand to a client's own team once they've signed — they explain what was delivered, how to use it day to day, how it maps to the compliance framework they care about, and how to unwind it cleanly if the engagement ever ends.

They're written for the client, not for us — but sales and account teams lean on them heavily too, since they show exactly what a client gets at each stage of the engagement.

Guides by package / milestone

Guide Comes with package Who it's for
Quick-Win Quality Gates Quick-Win Any prospect, or a client 30 days in — no cloud access needed
Greenfield Baseline Handover Baseline (part 1) A new client starting from scratch on Azure — infrastructure & identity
Compliance Monitoring Handover Baseline (part 2) Same client — monitoring, disaster recovery, evidence & documentation
Brownfield Adoption Later-stage Clients who already have infrastructure or a DevOps setup in place
Brownfield In-Place Strategy Later-stage (companion) The deeper how-to for layering our setup onto what a client already has

Not written yet

  • Advanced / "Certification-Ready" package — covers automated evidence collection, security monitoring, a trust center, and vendor/HR controls. This guide will be written once that package ships.

Good to know

Each guide includes a plain-language checklist of what to verify, what can go wrong, and how to cleanly hand things back if a client ever offboards. If a client asks something a guide doesn't answer, loop in Sagar rather than guessing.