CTS Materials Index
Definitive catalog of every CTS source. Tagged by authority tier, content type, freshness, and segment.
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55/ 55
materials
By Tier
T1 · CANONICAL10
T2 · PREFERRED19
T3 · EXEMPLAR11
T4 · BACKGROUND11
T5 · MARKETING4
By Segment
EDU21
SMB6
Agnostic27
Non-MSP1
By Freshness
Live4
Current40
Aged11
Stale0
Unknown0
Tier:
Segment:
Freshness:
Content Type:
| Material | Tier | Segment | Freshness | Content types | Last verified | Tags / Risks |
|---|---|---|---|---|---|---|
Atlas (Supabase Database) Operational SSOT for clients, contacts, opportunities, E-Rate, vendors, TCP estimates, consultants, prospect intel. Write-back enabled via atlas-harvester skill. fppdufgiaxtyzwtlkqme | T1 · CANONICAL | Agnostic | Live | factualoperational | 2026-04-24 | #ssot#database |
CTS Logo (color) Primary brand mark (2000x799 JPEG). C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\CTS_LOGO.jpg | T1 · CANONICAL | Agnostic | Current | structural | 2026-04-24 | #brand#logo |
CTS Logo (white variant) White logo for dark-background use. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\CTS-White-Logo@2x 1.png | T1 · CANONICAL | Agnostic | Current | structural | 2026-04-24 | #brand#logo |
CTS Master Services Agreement Canonical MSA. Referenced by link in every CPQ quote; governs all client engagements. https://charterts.com/cts-master-services-agreement | T1 · CANONICAL | Agnostic | Live | legal | 2026-04-24 | #legal#msa |
cts-brandify skill Brand standards (Navy #1D3461, CTS Blue #2E86C1, Orange #F7941D, Arial, Letter). Code samples in JS/docx. Claude skill | T1 · CANONICAL | Agnostic | Current | structural | 2026-04-22 | #brand#skill ⚠ js_only⚠ linux_paths |
SOC 2 Type 1 Attestation Current security attestation. SOC 2 Type 2 on track end-2026. Internal | T1 · CANONICAL | Agnostic | Current | factuallegal | 2026-03-23 | #security#compliance ⚠ needs_surfacing |
CTS School Clients — January 2026 Snapshot of active school clients as of Jan 2026. Should be reconciled against Atlas. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\CTS School Clients January 2026.xlsx | T1 · CANONICAL | EDU | Current | factual | 2026-01-31 | #clients#edu#roster ⚠ snapshot_risk |
FCC SPIN 143035558 CTS Service Provider Identification Number for E-Rate. Used on every Form 470/471 and cited in every E-Rate-related RFP response. USAC EPC | T1 · CANONICAL | EDU | Live | factual | 2026-04-24 | #erate#spin |
TCP Rate Card — EDU 2025-2026 Authoritative EDU pricing tiers embedded in every EDU CPQ quote. Users tiered 1-25 to 501+; onsite 1 to 5+ days; MIBS Core $60, Basic $12. ConnectWise CPQ | T1 · CANONICAL | EDU | Current | pricing | 2026-04-22 | #pricing#edu#cpq |
TCP Rate Card — SMB Authoritative SMB (non-edu nonprofit + commercial) pricing. Separate from EDU card. ConnectWise CPQ | T1 · CANONICAL | SMB | Current | pricing | — | #pricing#smb#cpq ⚠ needs_surfacing |
CTS Knowledge File Likely canonical company description. Needs verification. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\CTS Knowledge File.pdf | T2 · PREFERRED | Agnostic | Current | factualpositioning | — | #canonical_claim ⚠ needs_verification |
CTS Onboarding Playbook (Draft Brain Subfolder) Canonical knowledge base for how CTS onboards new clients into recurring agreements (TCP, ESS, MCP, MIBS, MCA, CMIT). 15-file subfolder of the CTS brain built May 2026 from Michael Chiovittis draft playbook, four real client onboarding workbooks (UVSO, ICS, CIP, BKLAB), and Joes synthesis. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Onboarding\ | T2 · PREFERRED | Agnostic | Current | operationalstructuralpositioning | 2026-05-20 | #onboarding#playbook#process#sales-pitch#strategic-technology-assessment#six-layer-model#pmo#michael-chiovitti#draft#wip ⚠ draft_status⚠ source_playbook_has_unresolved_critiques⚠ missing_agreement_types_mcp_mca_cmit_mibs |
Design Sample Quote Blank (CTSQ.014168) Blank Design-services quote template. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\Design Sample Quote Blank CTSQ.014168.v1.1.pdf | T2 · PREFERRED | Agnostic | Current | pricingstructural | — | #quote_template#design |
ESS Sample Quote Blank (CTSQ.014166) Blank ESS quote template. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\ESS Sample Quote Blank CTSQ.014166.v1.1.pdf | T2 · PREFERRED | Agnostic | Current | pricingstructural | — | #quote_template#ess |
Essentials Package Agreement ESS service agreement template. C:\Users\joe\OneDrive\Desktop\14_Knowledge-Library\CTS\RFP Reference Materials\Essentials Package Agreement.pdf | T2 · PREFERRED | Agnostic | Current | legalstructural | — | #ess#agreement |
Exhibit 1 — About CTS (2026-03-23) Company overview deck. Rebrand per-prospect. C:\Users\joe\dev\atlas\prospects\Forte Prep\ECSB EXEMPLAR DATA FOR FORTE RESPONSE\RFP Response\Exhibit 1 - About CTS - ECSB - March 23 2026.pdf | T2 · PREFERRED | Agnostic | Current | positioningstructural | 2026-03-23 | #about_cts#exhibit |
Exhibit 3 — Sample Client Monthly Report Operational reporting template. Reused across RFP responses as Exhibit 3. C:\Users\joe\dev\atlas\prospects\Forte Prep\ECSB EXEMPLAR DATA FOR FORTE RESPONSE\RFP Response\Exhibit 3 - CTS - Sample Client Monthly Report.pdf | T2 · PREFERRED | Agnostic | Current | operationalstructural | 2026-03-23 | #monthly_report#exhibit |
Managed Cyber Sample Quote Blank (CTSQ.014167) Blank MCP quote template. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\Managed Cyber Sample Quote Blank CTSQ.014167.v1.1.pdf | T2 · PREFERRED | Agnostic | Current | pricingstructural | — | #quote_template#mcp |
MDR Core Template (CTSQ.014882) Blank MDR Core quote template. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\MDR Core Template CTSQ.014882.v1.1.pdf | T2 · PREFERRED | Agnostic | Current | pricingstructural | — | #quote_template#mdr |
Service Agreement Templates (1-5) Five service-agreement variants. Useful as boilerplate seeds. C:\Users\joe\OneDrive\Desktop\14_Knowledge-Library\CTS\RFP Reference Materials\Service Agreement Template 1.pdf | T2 · PREFERRED | Agnostic | Current | legalstructural | — | #agreement#boilerplate |
CTS Managed IT Packages — Education Current EDU service-package description. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\CTS-Managed-IT-Packages-Education.pdf | T2 · PREFERRED | EDU | Current | positioningoperational | 2026-01-01 | #service_catalog#edu |
CTS Managed IT Packages — Schools (April 2025) Previous-year EDU packages doc. Verify overlap vs. current. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\CTS-Managed-IT-packages-schools_04_2025.pdf | T2 · PREFERRED | EDU | Aged | positioningoperational | 2025-04-01 | #service_catalog#edu ⚠ aged_content |
ECSB Onsite Interview Deck (2026-04-14) Finalist-interview pitch deck. Template for stage 2 EDU presentations. C:\Users\joe\dev\atlas\prospects\Forte Prep\ECSB EXEMPLAR DATA FOR FORTE RESPONSE\Onsite Interview\CTS + ECSB - Technology Partnership - April 14 2026.pptx | T2 · PREFERRED | EDU | Current | positioningstructural | 2026-04-14 | #pitch_deck#edu |
ECSB RFP Response (2026-03-23) Sachin-authored. THE voice template for EDU RFP cover letters. 399 paragraphs, ~5,700 words. C:\Users\joe\dev\atlas\prospects\Forte Prep\ECSB EXEMPLAR DATA FOR FORTE RESPONSE\RFP Response\Explore Schools Managed IT Services RFP Response - CTS.docx | T2 · PREFERRED | EDU | Current | voicestructuraloperationalpositioning | 2026-03-23 | #rfp_exemplar#sachin_voice#edu |
SAMPLE Managed Cyber Agreement — EDU Boilerplate MCP agreement for EDU. C:\Users\joe\OneDrive\Desktop\14_Knowledge-Library\CTS\RFP Reference Materials\SAMPLE Managed Cyber Agreement - EDU.pdf | T2 · PREFERRED | EDU | Current | legalstructural | — | #mcp#agreement#edu |
SAMPLE TCP Agreement — EDU Boilerplate TCP agreement for EDU engagements. C:\Users\joe\OneDrive\Desktop\14_Knowledge-Library\CTS\RFP Reference Materials\SAMPLE TCP Agreement - EDU.pdf | T2 · PREFERRED | EDU | Current | legalstructural | — | #tcp#agreement#edu |
TCP Sample Quote Blank — EDU (CTSQ.014165) Blank EDU TCP quote template. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\TCP Sample Quote Blank CTSQ.014165.v1.1.pdf | T2 · PREFERRED | EDU | Current | pricingstructural | — | #quote_template#tcp#edu |
Managed Cyber SMB Sample Quote Blank Blank SMB MCP quote template. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\Managed Cyber SMB Sample Quote Blank.pdf | T2 · PREFERRED | SMB | Current | pricingstructural | — | #quote_template#mcp#smb |
TCP for SMB Sample Quote Blank Blank SMB TCP quote template. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\TCP for SMB Sample Quote Blank.pdf | T2 · PREFERRED | SMB | Current | pricingstructural | — | #quote_template#tcp#smb |
CTS Salesperson Deck Sales-stage pitch pattern. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\CTS Salesperson Deck.pdf | T3 · EXEMPLAR | Agnostic | Current | positioningstructural | — | #sales_deck |
BKLAB TCP MCP Proposal Prior BKLAB proposal. EDU exemplar. C:\Users\joe\OneDrive\Documents\Claude\Projects\CTS Charter Market Landscape, Strategy, and Sales Enablement Guide\Reference\Deck Generation Examples\Examples for RFP Response Generation\BKLAB TCP MCP Proposal.pdf | T3 · EXEMPLAR | EDU | Aged | structuralpositioning | — | #exemplar#edu#bklab ⚠ aged_content |
Core Template MAIN CPP (Colarusso) Joe-authored deck template starting point. C:\Users\joe\OneDrive\Documents\Claude\Projects\CTS Charter Market Landscape, Strategy, and Sales Enablement Guide\Reference\Deck Generation Examples\Examples for RFP Response Generation\Core Template MAIN CPP COLARUSSO.pptx | T3 · EXEMPLAR | EDU | Current | structural | — | #deck_template#joe_authored |
CTS Response to BKLAB Request for Services Prior BKLAB pitch deck. C:\Users\joe\OneDrive\Documents\Claude\Projects\CTS Charter Market Landscape, Strategy, and Sales Enablement Guide\Reference\Deck Generation Examples\Examples for RFP Response Generation\CTS Response to BKLAB Request for Services.pptx | T3 · EXEMPLAR | EDU | Aged | structuralpositioning | — | #exemplar#edu#deck ⚠ aged_content |
CTS Response to Emblaze Request for Services Earlier Emblaze response artifact. C:\Users\joe\OneDrive\Documents\Claude\Projects\CTS Charter Market Landscape, Strategy, and Sales Enablement Guide\Reference\Deck Generation Examples\Examples for RFP Response Generation\CTS Response to Emblaze Request for Services.pdf | T3 · EXEMPLAR | EDU | Aged | structural | — | #exemplar#edu |
E.L. Haynes PCS Laptop RFP Response DC charter procurement exemplar (laptop-specific). C:\Users\joe\OneDrive\Documents\Claude\Projects\CTS Charter Market Landscape, Strategy, and Sales Enablement Guide\E.L. Haynes PCS Laptop RFP Response | T3 · EXEMPLAR | EDU | Aged | structural | — | #exemplar#edu#dc#laptops |
Emblaze Academy CPP RFP Response (2025-08-24) Joe-authored RFP response for Emblaze Academy (Aug 2025). NYC charter exemplar. C:\Users\joe\OneDrive\Documents\Claude\Projects\CTS Charter Market Landscape, Strategy, and Sales Enablement Guide\Reference\Deck Generation Examples\Examples for RFP Response Generation\Emblaze Academy CPP RFP CTS Response CBR420250824.pdf | T3 · EXEMPLAR | EDU | Aged | structuralvoice | 2025-08-24 | #exemplar#edu#joe_authored ⚠ aged_content |
Emblaze NYC CPP Deck Companion pitch deck to Emblaze RFP response. C:\Users\joe\OneDrive\Documents\Claude\Projects\CTS Charter Market Landscape, Strategy, and Sales Enablement Guide\Reference\Deck Generation Examples\Examples for RFP Response Generation\Emblaze NYC CPP Deck.pptx | T3 · EXEMPLAR | EDU | Aged | positioningstructural | — | #exemplar#edu#deck |
Rooted School Foundation RFP Response Prior response workstream for Rooted School Foundation. C:\Users\joe\OneDrive\Documents\Claude\Projects\CTS Charter Market Landscape, Strategy, and Sales Enablement Guide\Rooted School Foundation RFP Response | T3 · EXEMPLAR | EDU | Aged | structural | — | #exemplar#edu#rooted |
NEW — CTS Services — Trusted IT Solutions (Commercial) Commercial positioning deck. SMB exemplar. C:\Users\joe\OneDrive\Documents\Claude\Projects\CTS Charter Market Landscape, Strategy, and Sales Enablement Guide\Reference\Deck Generation Examples\Examples for RFP Response Generation\NEW - CTS Services - Trusted IT Solutions for Commercial_Mike.pdf | T3 · EXEMPLAR | SMB | Current | positioning | — | #commercial#smb#positioning |
YWCA RFP Response — Reference Example Key SMB-side exemplar — nonprofit (non-edu) RFP response. C:\Users\joe\OneDrive\Desktop\14_Knowledge-Library\Sales\RFP Reference Materials\YWCA RFP Response - Reference Example.pdf | T3 · EXEMPLAR | SMB | Aged | structuralvoice | — | #exemplar#smb#nonprofit |
Atlas Data Quality Best Practices Canonical rules for Atlas enrichment and dedup. Read before any bulk data operation. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\Atlas Data Quality Best Practices.md | T4 · BACKGROUND | Agnostic | Current | operational | 2026-04-13 | #atlas#operations |
CTS Brain — summaries (66 books) Strategy & operations frameworks — Christensen, Gerber, Porter, Wickman, Collins, Rumelt, Simon. Informs positioning decisions; never appears verbatim in client docs. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\summaries\ | T4 · BACKGROUND | Agnostic | Current | strategic | 2026-04-24 | #strategy#background |
CTS Management Guidance — Geographic Expansion Strategy Internal strategic framework for geographic targeting. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\CTS Management Guidance for Geographic Expansion Strategy.pdf | T4 · BACKGROUND | Agnostic | Current | strategic | — | #strategy#geographic |
Defined Geographic Targets Target-market definition artifact. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\Defined Geographic Targets.docx | T4 · BACKGROUND | Agnostic | Current | strategic | — | #strategy#geographic |
Principal Consultant Sales Goals Joe's internal performance framework. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\CTS\Supporting CTS Info\Principal Consultant Sales Goals.pdf | T4 · BACKGROUND | Agnostic | Current | strategic | — | #goals#internal |
Sales Brain — summaries (23 books) Sales methodology — SPIN, Challenger, Voss, Cialdini, StoryBrand, Klaff, Miller-Heiman, Maister. Informs pitch craft; background only. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\Sales\summaries\ | T4 · BACKGROUND | Agnostic | Current | strategic | 2026-04-24 | #sales#background |
Writing Brain — craft summaries Writing craft — Clark, Dunham, McKee, Heinrichs. Informs editing and rhetoric. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\Writing\summaries\ | T4 · BACKGROUND | Agnostic | Current | strategic | 2026-04-24 | #writing#craft |
Writing Brain — linkedin-voice.md Joe Colarusso LinkedIn voice DNA. ⚠️ Joe's voice, NOT Sachin's. Do not use as RFP cover-letter anchor. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\Writing\linkedin-voice.md | T4 · BACKGROUND | Agnostic | Current | voice | 2026-03-30 | #voice#joe ⚠ voice_mismatch_risk |
E-Rate Brain — Layer 1 (Sales Playbook) CTS sales-fluency layer for E-Rate. Value props, discount math, objections. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\E-Rate\E-Rate Sales Playbook for CTS.md | T4 · BACKGROUND | EDU | Current | strategicpositioning | 2026-03-01 | #erate#sales |
E-Rate Brain — Layer 2 (Program Guide + Filing Calendar + ESL) Filing practitioner reference — forms, timelines, eligibility. Cross-check E-Rate facts here before asserting in RFP responses. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\E-Rate\E-Rate Program Guide.md | T4 · BACKGROUND | EDU | Current | operationallegal | 2026-03-01 | #erate#operational |
E-Rate Brain — Layer 3 (FCC Orders) Regulatory depth — FCC orders, policy changes, cybersecurity pilot, USF constitutionality. C:\Users\joe\OneDrive\Documents\Master Knowledge Library\E-Rate\FCC Orders and Regulatory Landscape.md | T4 · BACKGROUND | EDU | Current | legalstrategic | 2026-03-01 | #erate#regulatory |
CharterTS.com website Public marketing site. Link rather than copy. https://charterts.com | T5 · MARKETING | Agnostic | Live | positioningfactual | 2026-04-24 | #website#public ⚠ marketing_voice |
CTS Managed IT Service Packages Brochure Public-facing service-packages marketing piece. Verify segment coverage before use. C:\Users\joe\OneDrive\Desktop\14_Knowledge-Library\CTS\RFP Reference Materials\CTS Managed IT Service Packages Brochure.pdf | T5 · MARKETING | Agnostic | Aged | positioning | — | #brochure ⚠ brochure_hype⚠ aged_content |
CTS Construction Services Brochure Separate vertical (Construction). Exclude from MSP RFP generation. C:\Users\joe\OneDrive\Desktop\14_Knowledge-Library\CTS\RFP Reference Materials\CTS Construction Services Brochure.pdf | T5 · MARKETING | Non-MSP | Current | positioning | — | #construction#exclude ⚠ wrong_vertical |
CTS Marketing Brochure — Best IT Solutions Provider SMB/commercial marketing brochure. ⚠️ Contains marketing superlatives — do not import phrases into RFP prose. C:\Users\joe\OneDrive\Desktop\14_Knowledge-Library\CTS\RFP Reference Materials\CTS Marketing Brochure - Best IT Solutions Provider.pdf | T5 · MARKETING | SMB | Aged | positioning | — | #brochure#smb ⚠ brochure_hype⚠ superlative_risk |