boundhq/inbound/CUSTOMER_ONBOARDING_BLUEPRINT.md

Customer Onboarding Blueprint

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.

Onboarding Principles

• First customer should reach first quote/invoice fast.
• Brendan should not need to explain database concepts.
• BoundHQ can manually configure risky/technical steps.
• Every step should be skippable unless it blocks quoting, invoicing, or legal compliance.
• Capture state, setup owner, and verification result for each step.

Wizard Flow

Step	Required?	Current support	Can skip?	DIFM fit	Notes
1. Create tenant	Required	SaaS Admin staging; tenant CLI proven	No	BoundHQ only	Must run tenant smoke test
2. Admin user invite/set password	Required	Auth/invite routes exist	No	BoundHQ can create	Login bounce must be fixed
3. Company details	Required	/api/business/me, Settings Appearance	No	Either	Business name, ABN, address, state
4. Compliance state	Required	Compliance service exists	No	BoundHQ recommended	Drives deposit caps and terms
5. Logo/branding	Optional	Business logo upload exists	Yes	Either	Can use plain template first
6. Users and roles	Required for team	Settings users/module access	Yes for solo	Either	Start with owner/admin
7. Numbering	Required	Numbering settings exist	No	BoundHQ recommended	Quote/job/invoice prefixes
8. Pricelist setup	Required	Pricelist import/manual exists	No	Strong DIFM	Starter pack plus CSV import
9. Quote template	Required	PDF template UI exists	No	BoundHQ recommended	Must be compliance-safe
10. Invoice template/profile	Required	Invoice profiles/templates exist	No	BoundHQ recommended	Deposit/final invoice path
11. Xero connection	Strongly required	OAuth exists but scopes blocked	Can defer manually	Customer + BoundHQ	For Stage 1, decide manual fallback
12. Tradify import	Optional but high value	Importer staging	Yes	Strong DIFM	Use after core setup
13. Email parsing setup	Optional	Email Intake staging	Yes	BoundHQ recommended	Needs IMAP/OpenAI/privacy consent
14. OneDrive/file storage	Optional	File paths/rclone architecture	Yes	BoundHQ only	Later unless customer relies on drawings
15. Job stages/workflow	Required	Jobs board exists	No	BoundHQ recommended	Start with default cabinet workflow
16. SMS setup	Optional	Twilio built	Yes	BoundHQ only	Tenant-specific sender/costs later
17. AI feature opt-in	Optional	Email AI exists	Yes	BoundHQ	Privacy language needed
18. First project setup	Required	CRM/quote/project/jobs exist	No	Joint	Create one real customer/job

Minimum Manual Onboarding Checklist

1. Provision tenant and owner account.
2. Confirm login works.
3. Enter business details, ABN, address, state, timezone.
4. Set module access to Stage 1 modules only.
5. Configure numbering.
6. Load starter pricelist or customer CSV.
7. Configure quote/invoice templates and state terms.
8. Create one customer and one sample quote.
9. Generate quote PDF and verify legal terms.
10. Accept quote through public portal.
11. Confirm project/job/deposit invoice are created.
12. Connect Xero or record manual accounting fallback.
13. Train owner on daily loop: customer -> quote -> job -> invoice.

Self-Serve Wizard Later

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.

What Brendan Should Do Personally

• Identify the first customer.
• Decide if Xero setup must be live before onboarding or can be manually assisted.
• Validate the first customer can understand the quote/job/invoice loop.

What AI/BoundHQ Should Do

• Provision and verify tenant.
• Configure defaults.
• Import starter data.
• Produce a one-page customer quick-start.
• Capture every manual setup step as future wizard requirements.