Table of Contents

Pilot Station Onboarding Checklist

Purpose: Standardize first customer installs.


Pre-Install

  1. Confirm station contact person
  2. Confirm automation system (Rivendell version)
  3. Collect advertiser list
  4. Collect active campaigns
  5. Gather existing traffic logs (if migrating)
  6. Determine hosting (self-host or managed)

Installation

  1. Deploy server instance
  2. Configure database
  3. Create admin user
  4. Set up station defaults
  5. Configure log export format
  6. Run test export

Data Setup

  1. Import advertisers
  2. Import contracts
  3. Create test campaign
  4. Schedule sample day
  5. Validate log output

Training

  1. 60-minute Zoom walkthrough
  2. Show campaign creation
  3. Show conflict resolution
  4. Show log generation
  5. Show corrections workflow

Post-Launch

  1. Check-in after 7 days
  2. Collect feedback
  3. Log feature requests
  4. Request testimonial after 30 days

Early Adopter Goals

  1. 3–5 stable pilot stations
  2. Collect case studies
  3. Refine onboarding time to <4 hours per station