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Client acceptance, training, and go-live checklists

Client acceptance​

  • Test public application and inquiry flows using fictional data.
  • Verify protected routes, role boundaries, and key workflows with test accounts.
  • Confirm lots, plans, payment methods, fee types, and company profile.
  • Validate applications, customer/contract flow, payments, proof, reports, collections, and post-sales.

Staff training​

  • Train each role against its permitted workflows.
  • Practice buyer journey and financial controls using training data.
  • Verify support/feedback and escalation ownership.

Go-live​

  • Remove or clearly mark test records under the approved process.
  • Confirm production configuration and accountable owners.
  • Complete launch authority and data-verification sign-off.
Media: Checklists, fictional scenario.