Execution Plan | Renatus
PLANNING EXECUTION PLAN
Prepared for Demo · 07 Jul 2026

Meridian Enterprise Launch Plan

Sign three enterprise contracts at £50k+ ACV each by 30 September 2026, with SSO/SAML live and SOC 2 Type II in hand.

Meridian is a £4.2m ARR people-analytics platform with a healthy SMB base and zero enterprise presence. The goal — three signed enterprise contracts at £50k+ ACV each, with SSO/SAML live and SOC 2 Type II in hand, all by 30 September 2026 — requires the company to build an entirely new commercial and technical capability inside a 12-week window. That is achievable, but only if the critical dependencies are sequenced correctly and nothing slips. The single most critical dependency is SSO/SAML. It is blocking the only warm inbound lead Meridian currently holds, and it will be required by every other enterprise target before a security review can be passed. Until SSO ships, the enterprise sales motion cannot fully advance — which means the engineering timeline for that feature sets the floor for everything else. The SOC 2 timeline is currently tracking to plan, but it leaves almost no margin: a delay of more than a few weeks pushes the report past the point where it can clear procurement before 30 September.

The goal

Meridian's goal is to sign three enterprise contracts, each at £50,000 ACV or above, by 30 September 2026. Success is not a pipeline milestone or a letter of intent — it is three countersigned contracts with logos that meet the enterprise definition, generating at least £150,000 in new ARR from a segment Meridian has never sold into before. Alongside those three contracts, two infrastructure milestones must land by the same date: SSO/SAML must be live in production, and Meridian must hold its SOC 2 Type II report. These are not stretch goals — they are table stakes. Enterprise procurement teams at mid-to-large companies will not complete a vendor evaluation without them, which means both must be ready before the final stages of any of the three deals. The September deadline is therefore not just a sales target; it is a coordinated delivery across product, engineering, and commercial, all converging on the same date.

Where things stand now

  1. Finding 1

    Zero enterprise revenue from a 700-customer SMB base Every pound of the £4.2m ARR comes from self-serve monthly SMB contracts — no enterprise pricing, packaging, or commercial process exists yet.

  2. Finding 2

    Both AEs lack enterprise deal experience Dan and Aisha have closed exclusively sub-£10k deals; £50k+ enterprise cycles require different discovery, multi-stakeholder navigation, and longer close timelines.

  3. Finding 3

    Product missing all three enterprise prerequisites SSO/SAML, role-based access, and audit logs are all unbuilt — SSO is a confirmed blocker for the warm inbound lead and likely required by all target accounts.

  4. Finding 4

    SOC 2 Type II on track but tight Observation window opened March 2026 with an external auditor; report expected late August — roughly four weeks before the 30 September contract deadline.

Meridian enters this plan from a standing start on enterprise. All £4.2m ARR comes from approximately 700 SMB customers on self-serve monthly plans — no enterprise contracts, no enterprise pricing, and no enterprise motion in the commercial team. The two account executives, Dan and Aisha, have both operated exclusively in sub-£10k deal cycles, which means the muscle memory, the discovery process, the stakeholder management, and the patience required for £50k+ enterprise deals does not yet exist in the team. On the product side, none of the enterprise table stakes are live. SSO/SAML, role-based access controls, and audit logs are all absent — and at least the first of those is a hard blocker for the warm inbound lead already in the pipeline.
SOC 2 Type II is the one area where progress is measurable: the observation window opened in March with an external auditor, and the report is expected in late August. That timeline is tight but workable — it lands roughly four weeks before the 30 September contract deadline, which gives procurement teams just enough time to process it. The most significant asset Meridian holds right now is a 4,000-person retailer that has explicitly signalled intent and is waiting on SSO to progress. That is a real opportunity, but it is also a single point of concentration — the plan cannot treat it as one of three guaranteed logos.

Sprint structure

Foundation
Weeks 1–2 (7–20 Jul)
Enterprise ICP defined and signed off
Pricing tiers and MSA template drafted
Enterprise AE hire brief live (or fractional resource identified)
SSO/SAML build underway with engineering committed to delivery date
Retailer re-engaged with explicit timeline communicated
Build & Test
Weeks 3–8 (21 Jul–8 Sep)
SSO/SAML live in production
RBAC and audit logs shipped
MSA reviewed and approved by legal
Enterprise AE resource in place and running discovery calls
Six qualified enterprise opportunities in active pipeline
SOC 2 Type II report received (late August)
Validate & Refine
Weeks 9–11 (9–22 Sep)
SOC 2 report delivered to all active procurement contacts
Security questionnaires completed for all three target accounts
Contracts redlined and agreed in principle
Retailer contract in final sign-off stage
Deploy & Measure
Week 12 (23–30 Sep)
Three contracts counter-signed at £50k+ ACV each
Retailer signed before 30 September hard deadline
Onboarding initiated for all three accounts

The critical path

01
Ship SSO/SAML to production — this is the single technical blocker. The warm retailer lead cannot progress, and no enterprise security review can be passed, until SSO is live.
Owner: Priya (CTO) Due: 15 August 2026
Depends on: Engineering resource committed and scoped in Foundation phase
What Done looks like: SSO/SAML live in production, tested end-to-end with at least one enterprise identity provider, and confirmed working by the retailer's IT team
02
SOC 2 Type II report finalised — the compliance credential that unlocks procurement at every target account. Without the report in hand, security questionnaires cannot be completed and contracts cannot close.
Owner: Priya (CTO) with external auditor Due: 29 August 2026
Depends on: Observation window opened March 2026 — auditor relationship already in place
What Done looks like: Signed SOC 2 Type II report received from auditor and ready to share with active procurement contacts
03
Enterprise pricing tiers and MSA signed off — Meridian cannot enter a commercial negotiation without a pricing structure and a contract template legal is comfortable with. Doing this after deals are in motion creates delays that kill close rates.
Owner: Founder + Rowan (fractional GC) Due: 8 August 2026
Depends on: ICP definition completed in Foundation phase
What Done looks like: Documented pricing tiers at £50k, £75k, and £100k+ ACV bands, plus a clean MSA reviewed and approved by Rowan, ready for redlining
04
Enterprise AE in seat — Dan and Aisha cannot run a £50k+ procurement cycle. A named individual with enterprise deal experience must be hired, onboarded, and running the retailer deal by 1 August, with the founder covering until then.
Owner: Founder (hiring) / incoming AE (close) Due: 1 August 2026 (hire); 26 September 2026 (retailer close)
Depends on: Hire brief live by end of Foundation phase
What Done looks like: Signed offer accepted by 1 August; AE running independent discovery calls by 8 August; retailer contract counter-signed by 26 September
05
Close the retailer — the 4,000-person retailer is the most advanced opportunity and has a hard procurement window closing 30 September. Missing this deadline means re-tender and a full year lost.
Owner: Incoming enterprise AE (founder-backed) Due: 26 September 2026
Depends on: SSO live (15 Aug), SOC 2 report in hand (29 Aug), MSA ready (8 Aug), AE in seat (1 Aug)
What Done looks like: Counter-signed contract at £50k+ ACV, with onboarding scheduled and procurement confirmation received from the retailer

Risks

SOC 2 Type II report slips past late August — the auditor relationship is external and the observation window has a fixed end. Any finding that requires remediation, or a delay in report issuance, pushes the credential past the point where procurement teams can process it before 30 September.
medium

Impact: If the report lands in September rather than 29 August, every deal dependent on it — which is all three — enters the final week of the quarter without cleared security review. The retailer's 26 September close becomes functionally impossible, and the other two deals likely slip to Q4.

Mitigation: Priya to schedule a checkpoint with the auditor by 18 July to confirm there are no open findings requiring remediation. If any finding surfaces, it must be resolved by 1 August to keep the report on track. Do not wait for the report to land to start populating security questionnaires — complete every field that does not require the report itself now.

Retailer procurement window closes before Meridian is ready — the hard 30 September deadline is the retailer's, not Meridian's. If SSO, SOC 2, or the contract terms are not in order before their procurement team concludes evaluation, they re-tender and Meridian loses the opportunity for at least 12 months.
medium

Impact: Loss of the most advanced opportunity in the pipeline. The retailer is likely the most achievable of the three logos given the existing relationship — losing it makes the September three-contract target almost impossible to hit, and it removes the reference customer Meridian needs to build the enterprise motion.

Mitigation: Treat 26 September as the internal close deadline, not 30 September. The founder runs the deal until the AE is in seat on 1 August. Map the retailer's procurement process explicitly — identify every internal approver and their sign-off requirement — by 20 July. Do not assume a smooth process; assume it takes longer than expected and build that in.

Enterprise AE hire fails — good enterprise AEs with experience in HR tech or compliance-adjacent SaaS are scarce and typically require four to eight weeks to recruit. A hire that lands late, or lands wrong, leaves Meridian without the commercial capability to close three deals.
medium

Impact: Without an experienced enterprise AE by 1 August, the founder must run all three deal cycles simultaneously alongside the rest of the business. That is a concentration risk — any slip in the founder's availability directly threatens close rates. A bad hire compounds the problem by consuming onboarding time without delivering pipeline output.

Mitigation: Brief goes live in Foundation phase (by 20 July). Prioritise candidates with direct experience of enterprise procurement cycles and security questionnaires — HR tech background is secondary. Run a parallel track: identify a fractional or interim enterprise AE who could cover from 1 August if the permanent hire is delayed. Do not treat the hire as confirmed until a written offer is accepted.

Success metrics

Enterprise contracts
3 signed by 30 Sep
New enterprise ACV
£150k+
Pipeline gate
2 opps in negotiation by 22 Aug
Objective — Sign Meridian's first three enterprise contracts by 30 September 2026 objective
Key result Target Measurement
KR1 Three enterprise contracts counter-signed at £50k+ ACV each by 30 September 2026 Signed contracts on file; tracked weekly by founder in CRM
KR2 £150k+ in new enterprise ACV closed by 30 September 2026 CRM deal value; reviewed at each weekly sales standup
Leading indicator At least two enterprise opportunities in commercial negotiation by 22 August 2026 Checked weekly in pipeline review — an opportunity qualifies only when it has cleared the security questionnaire stage and a commercial proposal has been sent

First week

01
Confirm SOC 2 audit status with external auditor — no open findings, remediation risk, or timeline slippage. Output: written confirmation from auditor that the report remains on track for 29 August.
Owner: Priya (CTO) Due: 18 July 2026
02
Map the retailer's full procurement process — identify every internal approver, their sign-off requirement, and the latest date each step can start and still close by 26 September. Output: a named stakeholder map with dates.
Owner: Founder Due: 20 July 2026
03
Post enterprise AE role and brief two specialist recruiters. Minimum spec: direct experience running £50k+ enterprise procurement cycles and security questionnaires. Output: role live, recruiters briefed, first CVs expected by 25 July.
Owner: Founder Due: 20 July 2026
About About this report

What this is. This Execution Plan was built through a guided conversation between Demo and Ren.

How it was built. All analysis reflects your own thinking — structured using established frameworks, sharpened, and presented clearly.

This report was produced by Ren, an AI advisor built by Renatus. It is based on information you provided during the conversation and established frameworks. It is intended to support — not replace — your own judgement. All conclusions should be reviewed before acting on them.

Renatus applies the underlying principles of established methods and credits their origin where relevant. Named frameworks, methods, and instruments are the property of their respective owners. Reference to them does not imply endorsement or affiliation.

Frameworks Guided Strategy Used

4 frameworks were used to structure your thinking:

90-Day Sprint The sprint structure section organises execution into four phases — Foundation, Build & Test, Validate & Refine, Deploy & Measure — creating urgency and forcing ruthless prioritisation. Adapted from agile project management and startup methodologies.
Critical Path Method The critical path section maps the sequence of milestones that must happen in order, with named owners, specific deadlines, and a definition of done for each. Developed as part of the Programme Evaluation and Review Technique (PERT) by the US Navy, 1957.
OKRs The success metrics section structures each objective with measurable key results and a leading indicator that gives early warning before outcomes are confirmed. Developed by Andy Grove at Intel and popularised by John Doerr in Measure What Matters (2018).
SMART Goals Every key result is tested against five criteria — Specific, Measurable, Achievable, Relevant, Time-bound — ensuring success can be objectively verified. Emerged from management research in the 1980s.
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