📘 CT-SOP-101.1.1 — New Platform Onboarding SOP

Effective Date: July 27, 2025 Applies To: Executive Team, CTO, CLO, Platform Managers, Brand Directors, Technical Onboarding Team, Legal Ops Team Review Cycle: Quarterly or upon any restructuring Related Legal Depot Sections: Section 4.0, 4.26, 6.0–6.4

1. Purpose

To establish a standardized, legally sound, and scalable process for onboarding new CrownThrive platforms or sub-brands, ensuring they are aligned with infrastructure, automation, brand cohesion, and public expectations.

2. Scope

This SOP applies to:

• All new web properties (subdomains or root domains)
• Physical product brands launched under CrownThrive
• SaaS tools and automation-based platforms
• Community-facing brands or verticals (e.g., ThriveThreads, CHLOM, ThriveWick)
• Affiliate-facing or education-based systems (e.g., CrownThriveU expansions)

This SOP does not apply to one-off campaigns or external platforms not owned by CrownThrive.

3. Required Documentation & Inputs

Before onboarding begins, the following must be secured:

4. Onboarding Process Steps

4.1 Step 1: Executive Review & Approval

• Submit written proposal to CEO, CLO, and COO for review
• Legal checks for overlap, conflict of interest, or regulatory flags
• Executive Council vote (if required)

4.2 Step 2: Infrastructure Mapping

• CTO allocates server space, subdomain, or primary domain
• SSL and DNS entries handled through our verified registrar
• Platform assigned project ID (e.g., CT-PLAT-0057)

4.3 Step 3: Legal Policy Sync

• CLO provisions legal depot entry for new platform
• Policies adapted from master templates (Privacy Policy, Terms, etc.)
• Trademark, copyright, or IP protection added to registry

4.4 Step 4: Brand Asset Integration

• Upload logos, brand colors, fonts to design library
• Confirm accessibility compliance (ADA)
• Sync brand into ecosystem-wide style guide

4.5 Step 5: Tech & Automation Sync

• Integrate ThrivePush, Stripe, Zapier, and analytics (CrownLytics)
• AI declarations filed (if using automation/AI)
• All workflows documented in internal developer wiki

4.6 Step 6: Platform-Specific SOP Creation

• Assign SOP ID for unique operations (e.g., CT-SOP-204.3.2 for ThriveThreads)
• Add to Collab Portal & Help Center as public or internal doc

4.7 Step 7: Soft Launch

• Test transactions, user flows, automations
• Run error logs, uptime monitoring, and feedback loop

4.8 Step 8: Public Launch & Registry

• Platform officially listed in Help Center
• Brand added to Legal Depot: Section 4.26
• CrownThriveU + Crown Affiliates cross-promote if applicable

5. Escalation Contacts

6. Compliance Markers

✅ Trademark/IP registered ✅ Legal policies live on site ✅ Domain/DNS secured ✅ Automation disclosed ✅ SOPs uploaded ✅ Revenue model documented ✅ Team contacts confirmed

7. Version Control

• Version: 1.0
• Last Updated: July 27, 2025
• Maintained By: CrownThrive Executive Committee
• Next Review Due: October 15, 2025