8 docs tagged with "checklist"

Purpose: This is the single source of truth for tracking all client implementation work. One checklist per client, from contract signing through operational status.

What this is: A comprehensive, industry-agnostic list of every item we may need from you over the course of an engagement. Not every line will apply to every project — your account manager will mark which sections matter for your scope.

⚠️ Internal authoring template — do not use directly.

For SC team (internal note) CP575/EIN documentation, logo file, domain registrar login, Google account access. Maintain both versions during the transition; archive this version when the form is the established path. Cross-reference: 08-reference/standards/client-onboarding-form-specification.md, 04-operations/sops/client-onboarding/intake-form-validation-sop.md.

Purpose: Central navigation hub for all client onboarding documentation

Welcome! We're looking forward to getting started with you. Before our first call, here are a few things to think about. Nothing here is required — this is just to help you get the most out of our conversation.

From [new-domain.com]

Purpose