11 docs tagged with "client-onboarding"

Purpose

This is the single source of truth for the client profile lifecycle: how profiles are authored in the repo, how PDFs are generated and pushed to Google Drive, how the SC Client Dashboard (Google Sheet) is fed, and how to refresh any link in that chain. If you're trying to figure out "where is X for client Y" or "how do I update Z", start here.

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

Comprehensive specifications for client logo configurations across GHL, social media platforms, and digital channels

Single Source of Truth for Client Onboarding

Overview

Overview

Automation note (2026-05-06): This procedure is the manual reference; the target-state architecture replaces most of it with automation. See §0 "Automation Architecture" below before working through the manual steps. Specifically, the S1-S6 internal setup tasks and many of the M-series mandatory tasks are being moved to Symphony Flow workflows triggered by payment.confirmed. Until L2 ships, this manual procedure is the active path; once L2 ships, it becomes the validation backstop for the automated flow.

Purpose

Document Version: 1.0

Purpose: Define the standardized stages every Symphony Core client progresses through from contract signing to fully operational status.