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Onboarding

Workspace Setup & Onboarding

This flow handles the customer handoff after checkout: confirm the key organization details, upload the required onboarding materials, receive the secure workspace access email, and schedule the managed onboarding call once the prep work is complete.

What happens here
  • 1) Confirm the customer profile, priorities, and implementation context
  • 2) Upload the required onboarding materials: policies, asset inventory, vendor list, and questionnaires
  • 3) Submit the setup packet, schedule the onboarding call, and keep billing/access management in one place
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