Validation Quick-Start: {{client_name}}
For: Tanu Murria (or whoever owns this client's validation)
Drive folder: Client_Delivery/{{drive_slug}}/
ClickUp validation task: {{clickup_task_id}}
Profile (PDF, this folder): {{slug}}-client-profile.pdf
🎯 Top 3 priorities for {{client_name}}​
Do these first. They unblock the rest of the validation.
{{top3_block}}
How to validate​
- Open the client profile PDF in this same folder (
{{slug}}-client-profile.pdf) - Read the section of the profile that matches each Top 3 priority above
- Decide: is the section's coverage complete and accurate for this client?
- Yes → mark the corresponding section
Validatedon the ClickUp task - No → leave it as
Ready to Testor downgrade toIn Progresswith a comment
- Yes → mark the corresponding section
- Update the Sheet: When all Top 3 are checked, update SC Client Dashboard — set
Validation StatusandLast Validatedfor this client's row
Status legend (matches the Sheet)​
| State | Meaning |
|---|---|
Validated | Confirmed complete and accurate |
Ready to Test | I have the info, queued for verification |
In Progress | Validation underway |
Not Started | No work yet |
N/A | Doesn't apply to this client |
Blocked | Waiting on something else |
Need to escalate?​
- Information you can't find → comment on the ClickUp task; tag Rohit
- Cross-client patterns (e.g., "5 clients are all missing fonts") → General Feedback task
- Process suggestions → also the General Feedback task
Generated: {{generated_date}} from 04-operations/templates/client-validation-quickstart-template.md
Refresh: Re-run scripts/publish-client-quickstart.ps1 -Client {{slug}} after profile changes