We are SO excited to have your team on board. Getting your organization set up on the Tratta system is a huge milestone, and we're ready to ensure this is an incredible, seamless ride for you.
Below is your centralized hub for getting the most out of the platform.
Things move fast once you're live in the system, so we'll stay flexible and adapt as your needs evolve. Think of this document as our starting point to keep us aligned and moving forward.
For a detailed breakdown of every onboarding step, what to expect, and what we need from you, see the Client Onboarding Guide: What to Expect.
Best,
Josh
| Onboarding | Description |
|---|---|
| Getting Started | Schedule Your Weekly Onboarding Series, Complete Pre-Work, Identifying Your Champion |
| Session 1: Introduction to onboarding | Kickoff meeting, Stakeholder Introductions, Questionnaire Review, The Inventory File, Sandbox Delegation |
| Data & Infrastructure | Import File Setup (sample data mapping), SFTP Configuration, Document Collection, Shortcode Registration submitted |
| Session 2: Compliance & Templates | Legal Policies review, Disclosures finalization, Campaign File design begins, Merchant Application submitted |
| Session 3: Communications Setup | Campaign Files finalized, Email Campaign configuration, IVR script review and setup |
| Session 4: Testing & QA | Email campaign testing, IVR testing, Payment processing verification, Merchant account activation |
| Pre-Launch: Go-Live Readiness Review | All systems verified, compliance sign-off, team training complete, monitoring plan in place |
| Day 30: The Finish Line & Success Review | Go-Live activation, Success review, Sourceforge Review, Ongoing support handoff |
Session 1: Introduction to onboarding
Day 30: The Finish Line & Success Review
Client Onboarding Guide: What to Expect
Counselors Review: New Onboarding Plan vs. 49-Session Analysis
Automated Onboarding Gates & Risk Scoring — Architecture Proposal