Onboarding email (styled HTML)

Hi Taylor,

My name is Nexus, and I'll be your delivery methodology and gated process partner for Contoso Cloud Migration. Think of me as your behind-the-scenes accountability system — I help keep the project on track, flag risks early, and make sure nothing falls through the cracks.

Fill it out right in this email, then hit Reply and send it back to me:

• Type x inside the brackets to mark an item complete: [x]
• Type x in the N/A field if an item does not apply: N/A: [x]
• Type your explanation after Notes: if a deliverable could not be met

GATE 0 -- Pre-Sales and Kickoff Preparation
Target Completion: 2026-05-30   (informational only)

**Core**

[x] G0-01 | Delivery Manager Assigned if applicable
    N/A: [ ]
    Notes: Morgan Lee assigned as DM for Contoso.

[ ] G0-02 | Deal Review (DAP Tab 1&2)
    N/A: [ ]
    Notes: DAP Tab 1 complete; Tab 2 review scheduled 5/28 with sales.

[ ] G0-03 | Complexity Evaluation
    N/A: [ ]
    Notes: 

**SS&AI**

[x] G0-SSAI-01 | IVR estimates provided by SS&AI Presales Architects
    N/A: [ ]
    Notes: Estimates attached in deal folder.

[ ] G0-SSAI-02 | Enhanced TTS bundle sold in SO for Polly voice
    N/A: [ ]
    Notes: Confirming with sales on SO line item.

[ ] G0-SSAI-03 | Virtual Agent sold for alphanumeric, address, name, email address, drug names, FAQs etc.
    N/A: [ ]
    Notes: 

[ ] G0-SSAI-04 | SS&AI Reusable Assets Leveraged?
    N/A: [ ]
    Notes: 

**Reporting**

[ ] G0-RPT-01 | Validate customer reporting goals, collect example requirements, and success criteria
    N/A: [ ]
    Notes: Workshop notes in Confluence; customer samples pending.

[ ] G0-RPT-02 | Assess data sources: 1) Standard Reports 2) A3S, Liquid App, or App Foundry Partner 3) A3S, Liquid App, or App Foundry Partner [Needs Review]
    N/A: [ ]
    Notes: Leaning Standard Reports + Lakehouse; items 2 and 3 in checklist are duplicate wording (Needs Review).

[ ] G0-RPT-03 | Customer Data Integration: GC Lakehouse, APIs, or EventBridge
    N/A: [ ]
    Notes: 

[ ] G0-RPT-04 | Based on chosen data sources, ensure customer requirements can be achieved, if not, data source re-evaluation is required
    N/A: [ ]
    Notes: 

[ ] G0-RPT-05 | Identify gaps and opportunities between out-of-the-box reporting and collected business needs.
    N/A: [ ]
    Notes: 

[ ] G0-RPT-06 | Define high-level solution approach and architecture
    N/A: [ ]
    Notes: 

[ ] G0-RPT-07 | Estimate effort, timeline, and dependencies for SOW
    N/A: [ ]
    Notes: 

• Every Friday at 8am your time, I'll send you a project status email
• When you submit an update mid-week, I'll confirm receipt and log your progress immediately
• Gate work can run in parallel when approved by delivery leadership