📄 Client Onboarding and Launch

Client Onboarding and Launch

Objective: To successfully migrate the site from the staging environment to the live domain and empower the client to manage their new digital asset.

Step 1: Technical Pre-Flight Verification

  • Action: Lead Dev performs a final "Safety Check" before domain pointing.

  • Task: 

    • Verify that the "Test Mode" on payment gateways is turned OFF.

    • Ensure the "Search Engine Visibility" setting is enabled (Shopify/Odoo) to allow indexing.

    • Confirm all "Staging Links" have been replaced with the "Live Domain" URLs.

Step 2: Domain Pointing & SSL Configuration

  • Action: Lead Dev executes the domain DNS updates.

  • Task: 

Step 3: Post-Live Smoke Test

  • Action: Lead Dev verifies the site's integrity on the "Live" URL.

  • Task: 

    • Click through the main navigation and perform a "Live" lead form submission.

    • Check site speed on the live domain to ensure DNS settings haven't introduced latency.

  • The Proof: MD records a 60-second "Site is Live" Loom for the client, showing the site functioning on the actual domain.

Step 4: Client Onboarding & Training Session

  • Action: Jv leads the high-touch "Growth" session (Online or In-Person).

  • Task: 

    • Walk the client through the Jobs-to-be-Done (e.g., "How to process an order," "How to update a product price," "How to view sales reports").

    • Review the Success Metrics defined in Phase 01 to prove the project delivered on its promise.

  • Strategic Tip: Record this session. It becomes a permanent training asset for the client, reducing future support tickets.

Step 6: Project Closure & Handover

  • Action: MD finalizes the administrative wrap-up.

  • Task: 

    • Deliver the "Handover Document" which includes login instructions and support protocols.

    • Move the Odoo Project Task to "Completed/Archive."

  • Task: Schedule a 30-day "Success Check-in" call to discuss the next phase of the client's business growth.