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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​

  1. Open the client profile PDF in this same folder ({{slug}}-client-profile.pdf)
  2. Read the section of the profile that matches each Top 3 priority above
  3. Decide: is the section's coverage complete and accurate for this client?
    • Yes → mark the corresponding section Validated on the ClickUp task
    • No → leave it as Ready to Test or downgrade to In Progress with a comment
  4. Update the Sheet: When all Top 3 are checked, update SC Client Dashboard — set Validation Status and Last Validated for this client's row

Status legend (matches the Sheet)​

StateMeaning
ValidatedConfirmed complete and accurate
Ready to TestI have the info, queued for verification
In ProgressValidation underway
Not StartedNo work yet
N/ADoesn't apply to this client
BlockedWaiting 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