Kickoff complete
Goals, first workflow, stakeholders, and success metric confirmed.
Phase 135 ยท Client use-case and portal layer
Client Onboarding Checklist
A transparent onboarding checklist that shows clients what is complete, blocked, approved, and ready to launch.
Access collected
Only required accounts, sample data, and permission boundaries collected.
Workflow approved
Owner approves trigger, routing, follow-up, notification, and reporting behavior.
Launch verified
Form, API, alert, dashboard, mobile, security, and live domain checks complete.