Prepare business name, website, branch ownership, support contact and Google profile evidence before account activation.
- Business owner
- Website
- Support email
- Google profile
Prepare customer onboarding without activating live systems.
Customer onboarding readiness workspace connects public onboarding promises to private implementation packets. Intake, workflow mapping, proof placement, staff launch and owner handoff stay prepared for review before any account activation, import, provider send, payment or customer mutation is allowed.
Intake, workflow, proof and launch planning are source-only
This workspace turns onboarding into an operator packet. It does not activate accounts, import contacts, send provider messages, change billing, store credentials, mutate Appwrite customers or contact anyone.
- Customer onboarding readiness workspace
- Intake, workflow, proof and launch planning are source-only
- Business intake packet
- Review workflow packet
- Proof placement packet
- Staff launch packet
- Safe launch guardrails packet
- Owner handoff packet
- No account is activated
- No customer import is performed
- No provider message is sent
- No billing or payment activation is performed
- No provider credential is stored
- No Appwrite customer mutation is performed
- Account activation, customer import, provider send, payment activation or onboarding outreach
- No live messaging or outreach is sent
Map when staff should ask, which channel is approved and how private feedback should route before any campaign send.
- Ask moment
- Channel
- Request copy
- Recovery route
Prepare widget, QR, testimonial and website placement notes without publishing code, schema or proof assets.
- Widget location
- QR card
- Proof section
- Install handoff
Prepare branch, role and staff handoff notes while routing invites and role setup through Team Access.
- Staff role
- Branch note
- Training copy
- Team gate
Keep payment, provider sync, live sending, imports and customer mutation behind explicit approval gates.
- Payment blocker
- Provider blocker
- Import blocker
- Outreach blocker
Summarize onboarding readiness for owner review before rollout, support handoff or live activation.
- Readiness summary
- Open gaps
- Approver
- Launch note
Onboarding cannot launch customer systems
Live customer movement remains split across Rollout, Team Access, Billing, Provider Readiness, Activation Plan and Launch Handoff. Onboarding only prepares the evidence packet.
- No deploy or route action from Onboarding.
- No Appwrite schema, import or customer mutation from Onboarding.
- No WhatsApp, email, SMS, provider queue or customer outreach from Onboarding.
- No checkout, invoice, subscription, card collection or payment activation from Onboarding.
- No provider credential write, OAuth flow, review import, sync, schema submission or GSC action from Onboarding.