Onboarding: Customer Discovery Deliverables

The Onboarder will communicate the following deliverables to the customer, required to begin the onboarding.

✅ Process

As a follow up to the Customer Kick Off Call, the Onboarding Design Partner will assign the following tasks to the customer. 

• Sitemap Review
• Design Questionnaire, which includes a field to submit a share link to a brand asset folder. At a minimum; branding guidelines, logos, fonts, and current photography are required.
• Onboarding Menu Questionnaire
• Catalog Architecture Review & Questionnaire
• Access to Apps + Analytics tools
  • Customers should provide Onboarding Partners with access to all app accounts that don’t allow access via Shopify Partners. 

• • Customers should provide their Onboarding Partner with access to their current GTM (edit-access), GA4 (edit-access), Google Merchant Center (edit-access) and Meta Business Suite (edit-access) in order to set up tagging and feed replacement rules. 
• Customers should share a test user and password of a user account with orders (and subscriptions if applicable) in order to be able to test accounts pages during building. 

🛑 Required For

All of the above are all required in order to schedule;

• The App Stack Review Call
• The Analytics Stack Review Call

Following the App and Analytics Review Calls, the Onboarder should distill all the information gathered into a Design Brief for the Designer and schedule the next milestone in the Design Phase, the Design Kick Off Call, with them and the customer.