Brendan
69 lines
4.2 KiB
Markdown
69 lines
4.2 KiB
Markdown
# Customer Onboarding Blueprint
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This blueprint defines the ideal first-customer onboarding flow and assesses current support. The recommendation is a "Do It For You" first customer onboarding path, with self-serve wizard deferred until the manual path is proven.
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## Onboarding Principles
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- First customer should reach first quote/invoice fast.
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- Brendan should not need to explain database concepts.
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- BoundHQ can manually configure risky/technical steps.
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- Every step should be skippable unless it blocks quoting, invoicing, or legal compliance.
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- Capture state, setup owner, and verification result for each step.
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## Wizard Flow
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| Step | Required? | Current support | Can skip? | DIFM fit | Notes |
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| 1. Create tenant | Required | SaaS Admin staging; tenant CLI proven | No | BoundHQ only | Must run tenant smoke test |
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| 2. Admin user invite/set password | Required | Auth/invite routes exist | No | BoundHQ can create | Login bounce must be fixed |
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| 3. Company details | Required | `/api/business/me`, Settings Appearance | No | Either | Business name, ABN, address, state |
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| 4. Compliance state | Required | Compliance service exists | No | BoundHQ recommended | Drives deposit caps and terms |
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| 5. Logo/branding | Optional | Business logo upload exists | Yes | Either | Can use plain template first |
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| 6. Users and roles | Required for team | Settings users/module access | Yes for solo | Either | Start with owner/admin |
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| 7. Numbering | Required | Numbering settings exist | No | BoundHQ recommended | Quote/job/invoice prefixes |
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| 8. Pricelist setup | Required | Pricelist import/manual exists | No | Strong DIFM | Starter pack plus CSV import |
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| 9. Quote template | Required | PDF template UI exists | No | BoundHQ recommended | Must be compliance-safe |
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| 10. Invoice template/profile | Required | Invoice profiles/templates exist | No | BoundHQ recommended | Deposit/final invoice path |
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| 11. Xero connection | Strongly required | OAuth exists but scopes blocked | Can defer manually | Customer + BoundHQ | For Stage 1, decide manual fallback |
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| 12. Tradify import | Optional but high value | Importer staging | Yes | Strong DIFM | Use after core setup |
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| 13. Email parsing setup | Optional | Email Intake staging | Yes | BoundHQ recommended | Needs IMAP/OpenAI/privacy consent |
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| 14. OneDrive/file storage | Optional | File paths/rclone architecture | Yes | BoundHQ only | Later unless customer relies on drawings |
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| 15. Job stages/workflow | Required | Jobs board exists | No | BoundHQ recommended | Start with default cabinet workflow |
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| 16. SMS setup | Optional | Twilio built | Yes | BoundHQ only | Tenant-specific sender/costs later |
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| 17. AI feature opt-in | Optional | Email AI exists | Yes | BoundHQ | Privacy language needed |
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| 18. First project setup | Required | CRM/quote/project/jobs exist | No | Joint | Create one real customer/job |
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## Minimum Manual Onboarding Checklist
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1. Provision tenant and owner account.
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2. Confirm login works.
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3. Enter business details, ABN, address, state, timezone.
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4. Set module access to Stage 1 modules only.
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5. Configure numbering.
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6. Load starter pricelist or customer CSV.
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7. Configure quote/invoice templates and state terms.
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8. Create one customer and one sample quote.
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9. Generate quote PDF and verify legal terms.
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10. Accept quote through public portal.
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11. Confirm project/job/deposit invoice are created.
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12. Connect Xero or record manual accounting fallback.
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13. Train owner on daily loop: customer -> quote -> job -> invoice.
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## Self-Serve Wizard Later
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The self-serve wizard should only be built after the first DIFM onboarding is completed. It should store onboarding progress in a future table such as `onboarding_steps` or `business_onboarding_status`, but no schema change is recommended during this audit.
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## What Brendan Should Do Personally
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- Identify the first customer.
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- Decide if Xero setup must be live before onboarding or can be manually assisted.
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- Validate the first customer can understand the quote/job/invoice loop.
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## What AI/BoundHQ Should Do
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- Provision and verify tenant.
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- Configure defaults.
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- Import starter data.
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- Produce a one-page customer quick-start.
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- Capture every manual setup step as future wizard requirements.
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