Client Portal
Onboarding Journey
From discovery to production in 10 business days. Track every phase, deliverable and milestone.
Progress
52%
Discovery & Audit
Day 1–2
We map your current operations end-to-end every tool, every manual process, every bottleneck.
Tasks
- Kickoff call 60 min deep-dive
- Access provisioning (CRM, email, tools)
- Current process documentation
- Pain point prioritization workshop
- Audit report delivery & review
Deliverables
- → Operations audit report (20+ page PDF)
- → Current tech stack mapping
- → Bottleneck identification matrix
- → ROI projection per workflow
- → Priority scoring (ICE framework)
Architecture & Design
Day 3–4
We design your automation architecture workflow diagrams, integration maps, and error handling strategies.
Tasks
- Workflow blueprint creation
- Integration point mapping
- Error handling design
- Security review & sign-off
- Architecture review call
Deliverables
- → Workflow architecture diagram
- → Integration dependency map
- → Error handling & retry strategy
- → Data flow specification
- → Security & compliance checklist
Build & Configure
Day 4–7
Our engineers build your workflows in n8n, configure AI agents, and connect all integrations.
Tasks
- n8n workflow development
- Claude AI agent configuration
- CRM integration & sync
- Email automation setup
- Monitoring & alerting setup
Deliverables
- → Production-ready n8n workflows
- → AI agent configuration & training
- → Integration testing results
- → Monitoring dashboard setup
- → Error alerting configuration
Test & Validate
Day 7–8
Comprehensive testing every workflow, every edge case, every failure scenario. Nothing ships until it passes.
Tasks
- Unit testing per workflow
- Integration testing
- Load & stress testing
- Edge case simulation
- Client UAT session
Deliverables
- → End-to-end test report
- → Load testing results
- → Failure scenario documentation
- → Data validation report
- → Sign-off checklist
Deploy & Go Live
Day 8–10
Controlled rollout with real-time monitoring. Your team gets trained, documentation gets delivered, and support begins.
Tasks
- Staged production rollout
- Team training & walkthrough
- Documentation handoff
- Dashboard access provisioning
- Post-launch monitoring (48h)
Deliverables
- → Production deployment
- → Team training session (recorded)
- → Complete documentation package
- → Monitoring dashboard access
- → Support channel setup
Your PURIST Team
Automation Architect
Lead Engineer
AI Solutions Engineer
Claude Specialist
Integration Specialist
Data Engineer
Client Success Lead
Your Point of Contact
Key Dates
Documents
Need Help?
Your Client Success Lead is available for any questions during onboarding.
Contact your team →