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Phase 1: Pre-Onboarding

Pre-onboarding is the bridge between sales conversion and technical setup. This phase ensures all necessary information is collected to set up your instance correctly.

Sales Handoff Checklist​

Required Items​

ItemRequiredNotes
Client contract (signed)YesConfirm scope, features, timeline
Primary contact detailsYesName, email, phone
Secondary contact detailsNoBackup contact if available
Payment confirmationYesEnsure billing is active
Expected go-live dateYesSet realistic timeline
Special requirementsIf anyCustom features, integrations

Information Collection​

Branding (Must Have)​

ItemFormatExample
Organization nameText"Wellness Academy"
App nameText"Wellness Hub"
Logo (primary)PNG/SVG, 512x512 minlogo.png
Logo (icon)PNG, 192x192icon.png
Primary brand colorHex code#4F46E5

Contact & Access (Must Have)​

ItemFormatExample
Admin emailEmailadmin@wellness.com
Admin full nameText"Jane Smith"
Organization websiteURLhttps://wellness.com

Content (Nice to Have)​

ItemFormatDefault if not provided
Secondary brand colorHex codeDerived from primary
Welcome messageText (max 200 chars)Generic welcome
About/DescriptionText (max 500 chars)Generic description
Social media linksURLsNone

Features Selection​

FeatureOptionsDefault
CommunityEnable/DisableEnabled
AppointmentsEnable/DisableEnabled
JournalEnable/DisableEnabled
CoursesEnable/DisableEnabled
Video callsEnable/DisableEnabled
Live eventsEnable/DisableEnabled

Checklist Before Moving to Setup​

Information Complete​

  • Organization name confirmed
  • App name confirmed
  • Logo received (correct format/size)
  • Primary brand color confirmed
  • Admin user email confirmed
  • Feature selections confirmed

Communication​

  • Client knows timeline
  • Client knows what to expect
  • Client has point of contact

Next Step​

Once all pre-onboarding items are complete, proceed to Technical Onboarding.