Onboarding checklist · client + PayeeProof

A repeatable setup checklist for clean pilot activation.

Use this page to collect what matters, avoid scope drift, and move from intake to live checks without improvising each new kickoff.

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Client inputsScope controlPilot activationReview cadence

Onboarding checklist

Two-sided setup checklist.

From the client

Business owner name
Company name
Primary email
Technical contact
Use case in one paragraph
Current flow type
Networks in scope
Assets in scope
Destination types in scope
Example error cases or edge cases
Desired verdict action
Notification route for alerts or webhooks
Planned pilot start date
Planned pilot review date
Success criterion agreed

From PayeeProof

Review intake for fit and scope
Confirm the pilot type
Confirm supported networks and assets
Confirm what stays out of scope
Issue pilot access or test instructions
Send welcome email
Provide support contact path
Activate the pilot in the tracker
Set weekly summary date
Set end-of-pilot review date

Fast-start rule

Do not start wide if one narrow flow can prove value faster.

One workflow

Choose one real approval or review flow instead of spreading the pilot across unrelated cases.

One pain point

Anchor the pilot around the mistake pattern or ambiguity that matters most operationally.

One success criterion

Agree how value will be judged before the first live checks begin.

Next step

Use this page as the kickoff checklist.

Once the checklist is complete, the pilot can move into live verification, weekly review cadence, and end-of-pilot decision.

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