SKU Deliverables Matrix — Complete Reference
Created: 2026-04-08
Parent doc: QBO_PRODUCT_CATALOG.md
Purpose: Exhaustive deliverable specification for every SKU — format, ownership, hosting, retention, and EU/US considerations
How to Read This Document
Each SKU entry specifies:
| Field |
Meaning |
| Format |
File type delivered (PDF, DOCX, XLSX, PPTX, MP4, in-platform) |
| Engagement Type |
Finite (one-time), Ongoing (recurring), or Consumable (use-and-done) |
| Who Hosts |
Where the final deliverable lives long-term |
| Your Retention |
What Vellocity keeps and for how long |
| EU/US Sensitivity |
Whether data residency or GDPR applies |
Category A: SaaS Subscriptions (SAAS-001 – SAAS-008)
Engagement type: Ongoing (recurring subscription)
Deliverable: Platform access — no file handoff
Source of truth: Stripe
| SKU |
Name |
Price |
Seats |
AI Credits |
Key Features |
| SAAS-001 |
GTM Starter — Monthly |
$149/mo |
1 |
100K |
10 workflows/mo, basic co-sell templates, HubSpot |
| SAAS-002 |
GTM Starter — Annual |
$1,490/yr |
1 |
100K/mo |
Same as above, 17% savings |
| SAAS-003 |
GTM Accelerate — Monthly |
$349/mo |
5 |
500K |
Unlimited workflows, full template library, auto-publish, competitive intel, HubSpot + Salesforce |
| SAAS-004 |
GTM Accelerate — Annual |
$3,490/yr |
5 |
500K/mo |
Same as above, 17% savings |
| SAAS-005 |
GTM Command — Monthly |
$999/mo |
15 |
2M |
Partner discovery, CleanRooms, agreement intel, all CRMs, dedicated CSM |
| SAAS-006 |
GTM Command — Annual |
$9,990/yr |
15 |
2M/mo |
Same as above, 17% savings |
| SAAS-007 |
Enterprise — Custom Monthly |
Custom |
Unlimited |
10M+ |
BYOC, SSO/SAML, custom integrations (2+), 99.9% SLA, API access |
| SAAS-008 |
Enterprise — Custom Annual |
Custom |
Unlimited |
10M+ |
Same as above, 1–3 year terms, optional multi-cloud |
Data & Hosting
| Aspect |
Detail |
| Who hosts |
Vellocity (your infrastructure) |
| Data retention |
Per EULA — 30-day export window post-cancellation |
| EU/US |
YES — matters significantly. EU customers require DPA with SCCs. Consider eu-west-1 for Enterprise tier. Privacy Policy must disclose processing location. |
Category B: Professional Services (SVC-001 – SVC-008)
Source of truth: QBO
Legal framework: MSA + SOW via DocuSign
Bridge clause: Every SOW includes 30-day Accelerate platform trial
SVC-001 — GTM Audit Standard
| Field |
Detail |
| Price |
$2,500 |
| Duration |
5 business days max |
| Engagement type |
Finite |
| # |
Deliverable |
Format |
Pages/Size |
Editable? |
Who Hosts |
| 1 |
GTM audit report with scorecard |
PDF (branded template) |
15–25 pages |
No — final report |
Partner receives file |
| 2 |
Prioritized recommendation matrix |
XLSX appendix (or embedded in PDF) |
1–2 pages |
Yes — partner can sort/filter |
Partner receives file |
| Retention |
Detail |
| Partner |
Owns their copy indefinitely |
| Vellocity |
Retains copy indefinitely (anonymized for portfolio/case studies) |
| EU/US |
No — handed-off files. MSA + NDA cover confidentiality. |
SVC-002 — GTM Audit Comprehensive
| Field |
Detail |
| Price |
$5,000 |
| Duration |
10 business days max |
| Engagement type |
Finite |
| # |
Deliverable |
Format |
Pages/Size |
Editable? |
Who Hosts |
| 1 |
Full GTM audit report |
PDF (branded template) |
25–40 pages |
No |
Partner receives file |
| 2 |
Competitive analysis |
PDF or XLSX (if data-heavy) |
5–10 pages |
XLSX variant: yes |
Partner receives file |
| 3 |
90-day prioritized action plan |
PDF or XLSX (Gantt-style) |
3–5 pages |
XLSX variant: yes |
Partner receives file |
| Retention |
Detail |
| Partner |
Owns their copies indefinitely |
| Vellocity |
Retains copies indefinitely (anonymized for portfolio) |
| EU/US |
No — competitive analysis uses publicly-sourced data. No special hosting concern. |
SVC-003 — Marketplace Listing Optimization
| Field |
Detail |
| Price |
$2,500 |
| Duration |
5 business days max |
| Engagement type |
Finite |
| # |
Deliverable |
Format |
Pages/Size |
Editable? |
Who Hosts |
| 1 |
Rewritten listing copy (title, short/long description, highlights) |
DOCX or Google Doc |
3–5 pages |
Yes — must be editable (partner copy/pastes into marketplace console) |
Partner takes ownership |
| 2 |
2 A/B test variant recommendations |
Same document, variant sections |
Included above |
Yes |
Partner |
| 3 |
SEO keyword map |
XLSX (keywords, volume, difficulty, current rank) |
1 sheet |
Yes |
Partner |
| 4 |
Compliance checklist |
PDF or checklist in the DOCX |
1–2 pages |
No |
Partner |
Why DOCX: The partner must paste listing copy into AWS/Azure/GCP marketplace console. PDF would force retyping.
| Retention |
Detail |
| Partner |
Owns files. Responsible for publishing to marketplace. |
| Vellocity |
Retains copy for portfolio (anonymized). |
| EU/US |
No — listing copy is public-facing content. No PII. |
SVC-004 — Content Strategy Package (30-Day)
| Field |
Detail |
| Price |
$4,000 |
| Duration |
10 business days max |
| Engagement type |
Finite |
| # |
Deliverable |
Format |
Pages/Size |
Editable? |
Who Hosts |
| 1 |
30-day content calendar |
XLSX or Google Sheet (dates, topics, channels, status columns) |
1 sheet, 30+ rows |
Yes |
Partner |
| 2 |
5 sample content pieces (blog, email, social post, case study outline, partner brief) |
DOCX per piece |
1–3 pages each |
Yes |
Partner |
| 3 |
Distribution channel plan with posting cadence |
PDF or section in strategy doc |
2–3 pages |
No |
Partner |
| 4 |
KPI framework |
XLSX or PDF (metrics, targets, measurement cadence) |
1 sheet or 1–2 pages |
XLSX variant: yes |
Partner |
| Retention |
Detail |
| Partner |
Owns all files |
| Vellocity |
Retains copies (anonymized for portfolio) |
| EU/US |
No — content strategy is business data, not PII |
SVC-005 — Co-Sell Strategy Workshop
| Field |
Detail |
| Price |
$2,000 |
| Duration |
1 business day (2–3 hrs live) + 3 days deliverable prep |
| Engagement type |
Finite |
| # |
Deliverable |
Format |
Pages/Size |
Editable? |
Who Hosts |
| 1 |
Workshop recording |
MP4 via Zoom/Teams cloud |
2–3 hours |
No |
Vellocity hosts 90 days (expiring link), then partner's responsibility |
| 2 |
Partner scorecard template |
XLSX (editable — partner reuses) |
1 sheet |
Yes |
Partner |
| 3 |
Co-sell playbook |
PDF (branded, 10–15 pages) |
10–15 pages |
No |
Partner |
| 4 |
3 ideal partner profiles |
Embedded in playbook or separate PDF |
1–2 pages each |
No |
Partner |
| Retention |
Detail |
| Partner |
Owns playbook + scorecard. Must download recording within 90 days. |
| Vellocity |
Hosts recording 90 days on Zoom Cloud or S3. Deletes after unless partner requests extension. |
| EU/US |
YES for recording. If EU participants, recording = personal data (voice/image). Host on GDPR-compliant service (Zoom EU data center or S3 eu-west-1). Include recording consent in SOW. |
SVC-006 — GTM Launch Package
| Field |
Detail |
| Price |
$8,500 |
| Duration |
15 business days max |
| Engagement type |
Finite |
| Platform trial |
60-day Accelerate tier (instead of standard 30-day) |
| # |
Deliverable |
Format |
Pages/Size |
Editable? |
Who Hosts |
| 1 |
Comprehensive audit report |
PDF (same quality as SVC-002) |
25–40 pages |
No |
Partner |
| 2 |
Content strategy (30-day) |
XLSX calendar + DOCX samples |
See SVC-004 |
Yes |
Partner |
| 3 |
90-day GTM roadmap |
PPTX (visual timeline, branded template) |
10–15 slides |
Yes — partner presents internally |
Partner |
| 4 |
Platform setup & configuration |
In-platform (partner's Vellocity account) |
N/A |
N/A |
Partner's account |
| 5 |
1-hour training session (recorded) |
MP4 (screen recording + walkthrough) |
~60 min |
No |
Vellocity hosts 90 days, then partner's responsibility |
Why PPTX for the roadmap: Partner leadership needs a presentation-grade artifact to socialize the GTM plan internally. PDF is too static; PPTX lets them customize.
| Retention |
Detail |
| Partner |
Owns all files + their configured platform account |
| Vellocity |
Hosts training recording 90 days. Retains report copies (anonymized). |
| EU/US |
YES for training recording (same as SVC-005). PPTX/PDF files: no concern. |
SVC-007 — Managed GTM Operations Retainer
| Field |
Detail |
| Price |
$4,000/mo |
| Duration |
3-month minimum, month-to-month after. 30-day cancellation notice. |
| Hours |
15 hrs/mo max |
| Engagement type |
Ongoing (the only ongoing services SKU) |
| # |
Deliverable |
Format |
Frequency |
Who Hosts |
| 1 |
2–4 named deliverables/month (varies by scope) |
Varies — PDF reports, XLSX data, DOCX content, Loom videos |
Monthly |
Partner |
| 2 |
2 calls/month (30 min each) |
Loom async or Zoom recordings |
Bi-monthly |
Vellocity hosts 30 days |
| 3 |
Monthly scope summary |
Email with deliverable links |
Monthly |
N/A |
Communication guardrails: Async via email and Loom only. No Slack channel access.
Escalation language:
"If your needs consistently exceed 20 hours/month, we recommend hiring a fractional partner marketer. We can help define the role and transition."
| Retention |
Detail |
| Partner |
Establish shared folder (Google Drive or partner's platform) at engagement start. Partner hosts long-term. |
| Vellocity |
Hosts call recordings 30 days. Does not host deliverables long-term. |
| EU/US |
Depends on deliverable content. If any deliverables contain partner's customer PII, lightweight DPA addendum to MSA recommended. |
SVC-008 — Marketplace Launch Program
| Field |
Detail |
| Price |
$20,000 |
| Duration |
30 business days max |
| Billing |
Milestone-based (3 milestones) |
| Engagement type |
Finite |
| # |
Deliverable |
Format |
Milestone |
Who Hosts |
| 1 |
Market readiness assessment |
PDF (10–15 pages) |
M1 |
Partner |
| 2 |
Listing creation/optimization |
DOCX (editable copy) |
M1 |
Partner |
| 3 |
Launch campaign strategy |
PDF + XLSX (campaign calendar) |
M2 |
Partner |
| 4 |
Partner outreach plan |
PDF + XLSX (target list template) |
M2 |
Partner |
| 5 |
90-day post-launch roadmap |
PPTX (visual timeline, branded) |
M3 |
Partner |
| 6 |
Platform setup + training |
In-platform + MP4 recording |
M3 |
Vellocity hosts recording 90 days |
Milestone billing schedule:
- M1 (Assessment + Listing): invoiced at engagement start
- M2 (Campaign + Outreach): invoiced at M1 delivery
- M3 (Roadmap + Training): invoiced at M2 delivery
| Retention |
Detail |
| Partner |
Owns all files + configured platform account |
| Vellocity |
Hosts training recording 90 days. Retains deliverable copies (anonymized). |
| EU/US |
YES for training recording. Otherwise no — business strategy docs, not PII. |
Category C: AWS-Aligned Programs (AWS-001 – AWS-007)
Source of truth: QBO
Legal framework: MSA + SOW via DocuSign
Common trait: All produce application-ready documents that the partner submits to AWS — Vellocity never submits on their behalf.
AWS-001 — PRIME Readiness Assessment
| Field |
Detail |
| Price |
$2,500 |
| Duration |
5 business days |
| AWS Program |
Seller Prime |
| Engagement type |
Finite |
| # |
Deliverable |
Format |
Editable? |
Who Hosts |
| 1 |
Compliance audit against Seller Prime requirements |
PDF (checklist-style report) |
No |
Partner |
| 2 |
Gap analysis |
Embedded in report or separate XLSX |
XLSX: yes |
Partner |
| 3 |
Remediation checklist (priority-ranked) |
XLSX (sortable by priority, effort, impact) |
Yes |
Partner |
| 4 |
Enrollment recommendation |
Section in PDF report |
No |
Partner |
| Retention |
Detail |
| EU/US |
No — AWS program requirements are public. No PII in deliverables. |
AWS-002 — ISV Accelerate Readiness Package
| Field |
Detail |
| Price |
$5,000 |
| Duration |
10 business days |
| AWS Program |
ISV Accelerate |
| Engagement type |
Finite |
| # |
Deliverable |
Format |
Editable? |
Who Hosts |
| 1 |
Requirements audit |
PDF |
No |
Partner |
| 2 |
ACE integration assessment |
PDF section or separate XLSX |
XLSX: yes |
Partner |
| 3 |
Co-sell learning module guidance |
PDF (step-by-step guide) |
No |
Partner |
| 4 |
Customer reference strategy |
DOCX (editable — partner customizes) |
Yes |
Partner |
| 5 |
Readiness report with action items |
PDF (main deliverable) |
No |
Partner |
| 6 |
Platform setup for ACE pipeline tracking |
In-platform (partner's Vellocity account) |
N/A |
Partner's account |
| Retention |
Detail |
| EU/US |
No for docs. In-platform setup: follows SaaS data residency rules. |
AWS-003 — MDF Application Assistance
| Field |
Detail |
| Price |
$1,500 base + 10% success fee on approved MDF amount |
| Duration |
10 business days |
| AWS Program |
Market Development Funds |
| Engagement type |
Finite |
| Billing |
Base fee at engagement start. Success fee invoiced separately upon AWS approval. |
| # |
Deliverable |
Format |
Editable? |
Who Hosts |
| 1 |
Completed MDF application draft |
DOCX (must be editable — partner submits to AWS) |
Yes — critical |
Partner |
| 2 |
Supporting campaign plan |
PDF + XLSX |
XLSX: yes |
Partner |
| 3 |
Budget justification |
XLSX (AWS expects numbers) |
Yes |
Partner |
| 4 |
Expected ROI framework |
XLSX or embedded in campaign plan |
Yes |
Partner |
Critical: Application drafts MUST be DOCX. The partner fills in final details and submits to AWS. Vellocity never submits on their behalf.
| Retention |
Detail |
| EU/US |
No — MDF applications contain business strategy and budget projections, not PII. |
AWS-004 — PoC Funding Application
| Field |
Detail |
| Price |
$1,000 base + 10% success fee on approved funding |
| Duration |
10 business days |
| AWS Program |
Proof of Concept Funding |
| Engagement type |
Finite |
| Billing |
Base fee at engagement start. Success fee invoiced separately upon AWS approval. |
| # |
Deliverable |
Format |
Editable? |
Who Hosts |
| 1 |
Completed PoC application draft |
DOCX (editable) |
Yes |
Partner |
| 2 |
Technical scope document |
PDF or DOCX |
DOCX: yes |
Partner |
| 3 |
Success criteria definition |
PDF or section in scope doc |
No |
Partner |
| 4 |
Budget breakdown |
XLSX |
Yes |
Partner |
| Retention |
Detail |
| EU/US |
No — technical scope docs, no PII. May contain partner's customer name (covered by NDA/MSA). |
AWS-005 — PLG Motion Setup & Optimization
| Field |
Detail |
| Price |
$3,500 |
| Duration |
10 business days |
| AWS Program |
SaaS Free Trial / PLG Best Practices |
| Engagement type |
Finite |
| # |
Deliverable |
Format |
Editable? |
Who Hosts |
| 1 |
Free trial flow design |
PDF with wireframes/flow diagrams (Figma exports) |
No |
Partner |
| 2 |
Onboarding email sequence |
DOCX (email copy + trigger logic) or XLSX (sequence table) |
Yes |
Partner |
| 3 |
Trial-to-paid conversion strategy |
PDF |
No |
Partner |
| 4 |
Usage trigger mapping |
XLSX (event → action mapping table) |
Yes |
Partner |
| 5 |
In-app messaging recommendations |
DOCX (copy + placement screenshots) |
Yes |
Partner |
| Retention |
Detail |
| EU/US |
No — product design docs, no PII. Screenshots may show UI but not end-user data. |
AWS-006 — Co-Sell Opportunity Coaching
| Field |
Detail |
| Price |
$2,000 per opportunity |
| Duration |
5 business days per opportunity |
| AWS Program |
ACE Pipeline |
| Engagement type |
Finite (per-opportunity) |
| # |
Deliverable |
Format |
Editable? |
Who Hosts |
| 1 |
Opportunity positioning review |
PDF (1–3 pages, concise) |
No |
Partner |
| 2 |
ACE submission preparation |
DOCX (editable — partner submits to ACE) |
Yes |
Partner |
| 3 |
Partner brief template |
DOCX (reusable template) |
Yes |
Partner |
| 4 |
Follow-up cadence plan |
PDF or XLSX (timeline + actions) |
XLSX: yes |
Partner |
| Retention |
Detail |
| EU/US |
Caution — opportunity docs may name specific customers and deal values. Protect as confidential under NDA/MSA. Delete working copies within 30 days of engagement close. |
AWS-007 — Competency Application Support
| Field |
Detail |
| Price |
$7,500 |
| Duration |
20 business days |
| AWS Program |
AWS Competency |
| Engagement type |
Finite |
| # |
Deliverable |
Format |
Editable? |
Who Hosts |
| 1 |
Competency requirements mapping |
XLSX (requirement → evidence → status) |
Yes |
Partner |
| 2 |
Gap analysis |
XLSX or PDF |
XLSX: yes |
Partner |
| 3 |
Documentation preparation |
DOCX (editable — partner submits to AWS) |
Yes |
Partner |
| 4 |
Customer reference coordination guide |
DOCX (template + outreach scripts) |
Yes |
Partner |
| 5 |
Application draft |
DOCX (editable — partner submits to AWS) |
Yes |
Partner |
Most documentation-heavy SKU. AWS Competency applications require substantial evidence. All core deliverables must be DOCX because the partner edits, finalizes, and submits themselves.
| Retention |
Detail |
| EU/US |
Caution — may reference customer names and case studies. Customer reference guide may contain contact info. Protect as confidential. If EU customers are referenced, consider DPA implications. Delete working copies with customer PII within 30 days of close. |
Category D: Add-Ons (ADD-001 – ADD-003)
Source of truth: Stripe
Engagement type: Consumable (one-time purchase, no file deliverable)
| SKU |
Name |
Price |
Deliverable |
Format |
Who Hosts |
| ADD-001 |
AI Credit Top-Up — 100K |
$49 |
Credits applied to account |
In-platform |
Vellocity |
| ADD-002 |
AI Credit Top-Up — 500K |
$199 |
Credits applied to account |
In-platform |
Vellocity |
| ADD-003 |
SEO Analysis Pack |
$99 |
Analysis results rendered in-platform |
In-platform |
Vellocity |
Data retention: Per EULA. Credits are non-refundable, non-transferable, expire per plan terms.
| When to use… |
Use case |
| PDF |
Final reports, audits, playbooks — anything the partner reads but doesn't edit |
| DOCX |
Application drafts, listing copy, templates — anything the partner must edit before submitting elsewhere |
| XLSX |
Data-heavy deliverables — keyword maps, checklists, calendars, budget breakdowns, requirement matrices |
| PPTX |
Roadmaps and timelines — partner presents these to their leadership |
| MP4 |
Workshop recordings, training sessions — time-limited hosting |
| Google Doc/Sheet |
Alternative to DOCX/XLSX when partner prefers collaborative editing (confirm in SOW) |
| Loom |
Async retainer updates — lightweight, no formal deliverable |
| In-platform |
Account configuration, ACE pipeline setup — lives in partner's Vellocity account |
EU/US Data Residency Summary
| Category |
EU/US Matters? |
Why |
Action Required |
| SaaS (A) |
YES |
Platform hosts partner data. GDPR applies to EU customers. |
DPA with SCCs. Consider eu-west-1. Disclose in Privacy Policy. |
| Services (B) — file deliverables |
No |
Handed-off files. Partner controls storage after delivery. |
MSA + NDA cover confidentiality. |
| Services (B) — recordings |
YES |
Voice/image = personal data under GDPR. |
Host on GDPR-compliant service. Recording consent in SOW. |
| AWS Programs (C) — application drafts |
Caution |
May contain customer names/deal values. |
Protect as confidential. Delete working copies within 30 days. |
| AWS Programs (C) — with customer references |
YES if EU customers |
Customer contact info = PII under GDPR. |
DPA addendum if EU customer references. |
| Add-ons (D) |
Follows SaaS |
Credits consumed in-platform. |
Same as SaaS tier. |
Recording Retention Policy
| SKU |
Recording Type |
Hosting |
Duration |
After Expiry |
| SVC-005 |
Workshop (2–3 hrs) |
Zoom Cloud or S3 (expiring link) |
90 days |
Delete unless partner requests extension |
| SVC-006 |
Training session (1 hr) |
Zoom Cloud or S3 (expiring link) |
90 days |
Delete unless partner requests extension |
| SVC-007 |
Bi-monthly calls (30 min) |
Loom or Zoom |
30 days |
Delete — lightweight async updates |
| SVC-008 |
Training session (M3) |
Zoom Cloud or S3 (expiring link) |
90 days |
Delete unless partner requests extension |
Storage recommendation: S3 bucket with lifecycle policy (auto-delete at 90 days). Use pre-signed URLs for partner access. For EU participants, use S3 eu-west-1 or Zoom's EU data center.