Guided client intake

Turn one onboarding form into a provisioned solution.

This flow collects the broad business, channel, operations, brand, commerce, and goal inputs needed to prepare a customer workspace and starter stack without a second configuration pass.

1Pick the business blueprint and persona that best fit the customer.
2Capture the operating details that future modules reuse.
3Provision the workspace, entitlements, setup wizards, and acceptance evidence.

Production launch is available only when the access token and authorized vendor inputs are valid. Otherwise the workspace is staged with explicit setup wizards.

Provisioning form

Business intake

Business name

Owner email

Business blueprint

Customer persona

Plan

Launch mode

Service areas and hours Authorized channels and systems Services, rules, and handoff notes Primary outcomes to fix first Paid access token

I am authorized to provision this workspace and connect the listed systems. I want valid connected modules launched to production immediately.