projects:move_along:operations:onboarding
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| projects:move_along:operations:onboarding [2026/02/19 16:58] – removed - external edit (Unknown date) 127.0.0.1 | projects:move_along:operations:onboarding [2026/02/19 16:58] (current) – ↷ Page moved from projects:move_along:onboarding to projects:move_along:operations:onboarding freedomotter | ||
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| + | ====== Pilot Station Onboarding Checklist ====== | ||
| + | |||
| + | Purpose: | ||
| + | Standardize first customer installs. | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ===== Pre-Install ===== | ||
| + | |||
| + | - Confirm station contact person | ||
| + | - Confirm automation system (Rivendell version) | ||
| + | - Collect advertiser list | ||
| + | - Collect active campaigns | ||
| + | - Gather existing traffic logs (if migrating) | ||
| + | - Determine hosting (self-host or managed) | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ===== Installation ===== | ||
| + | |||
| + | - Deploy server instance | ||
| + | - Configure database | ||
| + | - Create admin user | ||
| + | - Set up station defaults | ||
| + | - Configure log export format | ||
| + | - Run test export | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ===== Data Setup ===== | ||
| + | |||
| + | - Import advertisers | ||
| + | - Import contracts | ||
| + | - Create test campaign | ||
| + | - Schedule sample day | ||
| + | - Validate log output | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ===== Training ===== | ||
| + | |||
| + | - 60-minute Zoom walkthrough | ||
| + | - Show campaign creation | ||
| + | - Show conflict resolution | ||
| + | - Show log generation | ||
| + | - Show corrections workflow | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ===== Post-Launch ===== | ||
| + | |||
| + | - Check-in after 7 days | ||
| + | - Collect feedback | ||
| + | - Log feature requests | ||
| + | - Request testimonial after 30 days | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ===== Early Adopter Goals ===== | ||
| + | |||
| + | - 3–5 stable pilot stations | ||
| + | - Collect case studies | ||
| + | - Refine onboarding time to <4 hours per station | ||
