Core Outcome: Client signs in, configures security/2FA, and provisions team roles without support friction.
Pedagogical Gate: Active workspace configuration verified; team access dispatched.
Companion Asset: Vector PDF Quick-Start Provisioning Checklist.
Core Outcome: Connect primary CRM, communication rails (Slack/Email), and API endpoints.
Pedagogical Gate: Automated handshake ping successfully sent and confirmed.
Companion Asset: Integration Mapping Table & Webhook Validator.
Core Outcome: Guided walkthrough to generate the first productive workflow, campaign, or report.
Pedagogical Gate: Primary asset saved, tested, and published to live environment.
Companion Asset: 3-Step Production Action Framework.
Core Outcome: Configure exception handling, automated alerts, and custom conditional logic.
Pedagogical Gate: Automation condition fired and validated in test sandbox.
Companion Asset: Logic Gate Cheat Sheet.
Core Outcome: Master performance dashboards, audit exports, and on-demand escalation channels.
Pedagogical Gate: Client completes final checkpoint; Onboarding Graduation Badge unlocked.
Companion Asset: Day 14 Handoff & IP Assignment Kit.