Phase 103 ยท Credibility, authority, and conversion layer

Client Onboarding

A professional client onboarding path from kickoff through access checklist, workflow discovery, build sprint, testing, launch, and optimization.

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Kickoff

Confirm goals, first workflow, stakeholders, success metric, and communication path.

Access checklist

Collect only the accounts and permissions needed for the scoped implementation.

Build sprint

Prototype, test, connect, and polish the highest-leverage automation first.

Launch

Verify form, API, alerts, dashboard, mobile, security, and live domain behavior.

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