Fulfillment OS
Make the sale safe by making onboarding structured.
Every client moves through the same rail: blueprint, access checklist, config, first install and scorecard. That keeps fulfillment from becoming a custom-doc scramble.
Blueprint
Collect business context, bottleneck, channels, offers and proof assets.
Access
Request platform-native invites for GBP, domain, hosting, CRM, calendar and messaging. No passwords in forms.
Config
Generate client.config.yaml so automations and pages use one source of truth.
Install
Ship one first module within 48 hours once required access is received.
Scorecard
Report shipped work, counters, blockers, approvals and next 30-day priorities monthly.
Client responsibilities
No access, no install.
The public form never asks for passwords or API keys. Clients share access through native invites or secure channels after approval. The checklist tracks whether access is needed, requested, received or blocked.
Access
GBP, domain/DNS, hosting/CMS, calendar, CRM and messaging provider.
Assets
Logo, brand colors, service photos, event footage, testimonials, review link and booking link.
Approvals
Owner approval remains required before outbound messages unless a contract explicitly allows automation.