🚀 Simple Customer Onboarding (MVP)¶
Week 1: Getting Started¶
Day 1: Account Setup (30 minutes)¶
- Create organization in Kinde Auth
- Add primary admin user
- Send welcome email with login details
- Schedule kick-off call
Day 2-3: Initial Configuration¶
- Upload existing policies (if any)
- Add board members and key staff
- Configure email notifications
- Set compliance calendar
Day 4-5: Essential Eight Assessment¶
- Admin completest E8 questionnaire
- Upload existing evidence
- Review initial maturity scores
- Identify quick wins
Week 2: Go Live¶
Training (2 hours total)¶
- Directors: 30-min dashboard overview
- Management: 1-hour platform training
- IT Staff: 30-min evidence upload training
First Board Report¶
- Generate initial compliance report
- Review with management
- Ready for next board meeting
Ongoing Support¶
- WhatsApp group for quick questions
- Monthly check-in calls
- Quarterly business reviews
Success Metrics¶
- Time to first login: < 24 hours
- Time to first board report: < 2 weeks
- All users trained: Within 2 weeks
What We Skip (For Now)¶
- Complex data migrations
- AI-powered setup wizards
- Multi-phase implementations
- Change management programs
Keep it simple. Get value fast.