Atlas · Client Success · Hybrid Onboarding Touchmap

Two tracks. One system.
Brain before match.

Every touchpoint for the hybrid client — EA matching and AI operations running in parallel from the kickoff call, converging when the EA walks into a system already in orbit. Kickoff → Day 90.

INTERNAL · CANONICAL SOURCE: areas/client-success/hybrid-onboarding-touchmap.md · UPDATED 2026-07-14
System track — AI Operator + agent Human track — AM · TA · EA Felt milestone Click any node for the ops detail scroll
AI OPS TRACK EA MATCHING TRACK
Rule 01

Brain before match

The AI track front-runs. Sources connect and the brain goes live within days of kickoff, while matching takes 1–2 weeks. The EA arrives into a running system — if the match outruns the brain, hold the AI Ops launch, never the match.

Rule 02

The audit feeds the match

Kickoff requirements fork two ways: task triage shapes the TA match profile (industry exposure, required skills); audit findings shape the build roadmap. Neither track runs blind.

Rule 03

Zero repetition, ever

The EA is briefed from the brain before Day 1 and gets agent access on Day 1. The client never re-explains anything to anyone. Then the flow reverses: what the EA learns, the brain keeps.

Rule 04

Roles never collapse

EA owns judgment and execution. The AI Operator installs and runs the OS and stays fractional on the account after matching. The AM transfers trust deliberately — a team, not a channel.

Rule 05

Every phase has a felt milestone

Peaks and endings, not averages. Brain Live Day, the first save, EA Day 1, the birth certificate (proposed), the compounding review — engineered, commemorated, never ended on logistics.