Table of Contents
Pilot Station Onboarding Checklist
Pre-Install
Installation
Data Setup
Training
Post-Launch
Early Adopter Goals
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