DOCS / CLIENT PLAYBOOK
Everything you need to run the platform we built you.
A preview of the client playbook. The first article is below – the rest arrive as we write them, and partners get the full set in their own workspace. Need something that isn't here yet? Ask us.
GETTING STARTED
Kickoff & discovery
Welcome to your platform. This playbook walks your team through everything from publishing a rapid-response page to reading the finance dashboard at 11pm on election night. Bookmark it – and know we're on call when it counts.
Before the build begins, we run a discovery session to map your work, your list, your processor and your deadlines. The output is a shared build calendar every stakeholder can see.
→ TIP
Add your finance director and comms lead to the shared calendar on day one. Access delays are the number-one cause of a slipped launch.
Add your finance director and comms lead to the shared calendar on day one. Access delays are the number-one cause of a slipped launch.
What we need from you
- Domain registrar and DNS access
- Payment processor entity ID
- Brand assets – logo, colours, typefaces
- A single point of contact for approvals
Once those land, we schedule the kickoff and the clock starts. Next up: Access & credentials – being written now.