projects:move_along:operations:onboarding
Table of Contents
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
- 3โ5 stable pilot stations
- Collect case studies
- Refine onboarding time to <4 hours per station
projects/move_along/operations/onboarding.txt ยท Last modified: by freedomotter
