Eight roles, staged across three phases. They come with the Fractional CAIO/CPO Package.
Federal productization requires a specific kind of leader: someone who understands both building technology products and operating in regulated federal acquisition environments.
The eight roles below run on the HARBOR methodology from Shrink-Wrap It. Before reading the role cards, read the methodology walkthrough to see how the 14-chapter HARBOR arc maps onto NorthAI's specific situation. That page links out to every artifact in this directory. The artifact index lists all 41 v0 files with their chapter anchors, roles, and real-content vs format-stub classification.
Verification, first SKU spec, first authorization path memo, raise narrative.
Verifies the US-prime relationship that carried OSI&A. Maps re-engagement path. Tracks open federal-vehicle delta weekly.
Call grounding: “5.5 years sitting inside OSI&A doing exactly this kind of work.”
Pairs with the SBIR/STTR Vehicle Specialist on Phase III action-memo execution; owns FedRAMP 20x + GSA/BPA vehicle stack as the parallel commercial pathway.
Artifacts: federal award footprint memo · prime-relationship status brief · weekly vehicle-delta tracker · EO impact scan · FAR / DFARS tracker · procurement forecast scan · outside-in mirror
FedRAMP 20x LI-SaaS path selection (sponsorless route, post-auth ODE sponsor recruitment). ATO path memo. Compliance-lead hiring brief.
Reframe from 2026 GSA rule change: sponsor commitment no longer pre-auth.
Artifacts: FedRAMP 20x path memo · ATO comparison (20x vs Mod vs IL2/IL4) · compliance-lead role spec · 3PAO shortlist
Level 2 productized-service SKU specification for the three product lines. Recommend ship order (Tech Vector first). 70/30 boundary diagram.
Call grounding: “we’ve settled on the right pricing, but I don’t know that we’ve settled on a good easy entry path.”
Coordinates with the SBIR/STTR Vehicle Specialist on which SKU lands first as a Phase III sole-source delivery.
Artifacts: productization roadmap · Tech Vector SKU spec v1 · 70/30 boundary diagram · pricing range memo
Recurring-revenue ratio as raise diligence anchor. Pressure-tests the valuation thesis. Translates productization momentum into investor language.
Call grounding: the investor “what are the no’s” question that came up and surfaced the productization gap.
Artifacts: raise narrative brief · recurring-revenue ratio tracker · diligence-room artifact pack · valuation thesis pressure-test memo
Owns the Phase III sole-source authority path. CO action-memo drafting. Derive-extend-complete mapping per product. 638(r)(4) statutory framing. CO relationship management.
Phase III is the fastest path from SBIR award to recurring federal revenue. The authority exists in statute. The work is making it executable for NorthAI’s specific award history and product lines.
Briefs: Tim + Stephanie weekly. Federal Vehicle Lead on every CLIN architecture decision. Productization Lead on which SKU goes Phase III first. Cadence: Thursdays.
Artifacts: phase3-pathway-memo · derive-extend-complete-mapping · co-action-memo-template · 638r4-primer · p1-to-p3-direct-precedent
First SKU launches, customer success cadence, SBIR Phase II in-flight.
Activates when FedRAMP 20x path is selected and first SKU spec is locked. Ships the first Level 2 SKU to 1-2 named customers. Owns deployment, contract paper, first invoice.
Trigger: Phase 1.2 path memo + Phase 1.3 SKU spec complete.
Artifacts: SKU launch plan · contract paper (sub-of-prime or CHN-direct route) · customer onboarding playbook · first-invoice template
Activates when first paying customer signs. SLA design, expansion-account mechanics, second-SKU sequencing.
Trigger: first SKU shipped + first paid contract.
Artifacts: SLA template · expansion-account playbook · NPS / outcome-tracking cadence · second-SKU spec
Platform layer, international vector, optional handoff.
Activates when 70/30 boundary holds in delivery and authorization clears. Designs the Level 3 self-serve platform layer. Build vs. buy on infrastructure.
Trigger: 12+ months of stable Level 2 + FedRAMP 20x authorized.
Artifacts: platform spec v1 · build-vs-buy memo · platform roadmap · Level-2-to-Level-3 transition plan
Activates when US authorization is stable. International defense intelligence buyer mapping (UK DSTL, Australian DST, Canadian DRDC). Five Eyes parallels to OSI&A.
Call grounding: “the global piece is the other piece is to do it more globally.”
Artifacts: allied buyer map · UK / AUS / NATO procurement pathway memo · firewall-structure precedents
The roster above runs under the Fractional CAIO/CPO Package. It starts at $5,000 a month, includes the HARBOR methodology applied across roadmap, authorization path, SKU specification, and raise narrative, and has a three-month minimum. If scope expands, an Embedded Operator tier exists at $12-15K a month with optional equity sidecar. If you would prefer a fixed-scope artifact before committing to monthly cadence, the Harvest Sprint is $15K flat for 14 days and produces the first SKU spec as a standalone deliverable.
Whatever shape feels right is the shape we’d propose. Happy to talk through it on the next Zoom, or sit with everything here for a few days first. No urgency on this side. The microsite is yours regardless.