Owner Onboarding Workflow
by Jeremy Hamilton
1. Day 1
1.1. Day 3
1.1.1. Day 5
1.1.1.1. Day 7
1.1.1.1.1. Day 9
1.2. Day 0
2. iOS Launch
2.1. Retool
2.1.1. Automated Notification from "Go Live Completed"
2.1.1.1. Website Launch
2.1.1.1.1. Launch Call/ Test Order
2.2. Apple Dev/Stripe
2.2.1. Developer Invite
2.2.1.1. Payment
2.2.1.2. Verification Meeting
2.2.1.2.1. Apple Enrollment Meeting
3. DUNS Integration
4. Legend:
4.1. Sales
4.2. Launch Specialist
4.3. App Specialist
4.4. Automation/ Rev-Ops
5. Launch Initial Call
5.1. Yelp
5.2. Google Business Profile
5.3. Stripe Account
5.4. Domain Access
5.5. Owner Dashboard
5.6. Sales Close/Won
5.6.1. Create SF Onboarding Case
5.6.2. Hot Hand Off
6. Launch will Schedule Mobile Call
7. Android Launch
7.1. Retool
7.1.1. Stripe Account Linked
7.1.2. Menu with 2 Photos