For small tech teams

New customer set-up

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What it is

From signed deal to live account: the customer sends what you need, you set it up, they check and sign off. One run per customer.

Who it's for: small software companies and agencies bringing on a new customer.

The steps

Record what was sold and the go-live date; attach order Founder or sales· after 4 hours
Send your domain, logo and user list Customer's contact· on day 4
Send the data to import Customer's contact· on day 6
Set up the account, domain and users Engineer· on day 7
Import the data; attach the check report Engineer· on day 8
Check the account; confirm it looks right Customer's contact· on day 10
Walk the customer through the first day Support· on day 11
Sign off the set-up Customer's contact· on day 12
Note "live" in the journal; hand over to support Founder or sales· on day 13

What the other person gets

Put a name, an email address or a mobile number on a step. That person is told when it's their turn: by email, or by WhatsApp if you gave a mobile number, or in Telegram if they use it, or from a link or QR code you share yourself. They open it in any browser, type a 6-digit code, and see this run and nothing else of yours. They install nothing and pay nothing.

Make it yours

On the start form you choose the people and the start date. Once it is running, every step in your run is yours to change; the ready-made itself stays as it is.