Inquiry
A prospect submits a request from the public site.
Implementation & Onboarding
Do not activate a client until the commercial and setup path are clear.
Implementation should be simple enough for early revenue but structured enough to avoid bad client records, wrong plans, unpaid setups, and half-launched tenants.
Review
Admin confirms plan, setup type, users, and scope.
Payment
Manual invoice, credit card, ACH, or external payment can be tracked.
Provision
Create org/account, URL, admin user, and access path.
Configure
Branding, products, quote defaults, and pricing are assigned.
Launch
Run test quote, resolve blockers, then activate the client.
Partner training can wait
Partners can plug into this later, but the first priority is a clean revenue path: sale, payment, setup, branding, product assignment, first admin login, test quote, and launch.