Phase 1: Kickoff & Set Up – Detailed Checklist

Modified on Tue, Apr 8 at 4:45 PM

This section outlines the full checklist and timeline for Phase 1 of your onboarding journey. The below checklist helps you stay informed, prepared, and aligned with the overall onboarding plan. You’ll also find applicable templates and attachments referenced throughout, including the General Information Checklist, Data Migration Checklist, and Account Hook-Up Checklist—each of which plays a key role in moving your setup forward and staying on track for your Go Live target.