Progress.

Six sections take a notary office from outreach to a paying customer.
Click any tab above to open that section.

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items checked
Total action items completed across all six sections. Every checked box on every page updates this count live.
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sections in-flight
Sections where at least one action has been checked. Lets you see at a glance which workstreams are active.
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sections complete
Sections where every action item is checked. Six completed sections means a fully onboarded paying customer.
·tooling·materials

Tooling.

Get every system you'll touch wired up before first outreach.
Confirm credentials work end-to-end.

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dashboard access
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backend access
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comms ready

Materials.

Have every artifact a notary will need at your fingertips.
No scrambling mid-onboarding.

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pricing reference
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notary materials
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decisions locked
·outreach·pre-creation·office creation·handoff

Outreach.

Establish the relationship and capture every field needed for office creation.
Agree on commercial terms in writing.

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make contact
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capture details
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agree terms

Pre-creation.

Decide plan and billing cycle. Confirm partner mode.
Block fifteen to twenty minutes for the next step.

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plan & billing
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Stripe posture

Office creation.

Create the office in admin.acte.legal with the exact captured fields.
Review before clicking — submission triggers the activation email.

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open & fill
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contact & plan
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submit

Handoff.

Confirm the notary expects the email and knows what comes next.
Schedule your follow-up touchpoints.

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verbal handoff
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written follow-up
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schedule
·handoff·follow-up·first-use

Handoff.

Office is created; now make sure the notary knows what's coming.
Out-of-band contact prevents email-in-spam panic.

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notify out-of-band
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send written confirmation
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set your reminders

Follow-up.

At 48h, confirm the notary actually activated.
If stuck, you have one easy resend before troubleshooting.

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check status
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resend if needed
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escalate if still stuck

First use.

Prove the system works end-to-end with a real test case.
This is the most critical bucket — do it on a call.

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submit test reservation
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walk through Pregătește act
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confirm emails landed
·monitoring·engagement

Monitoring.

Track usage and watch for friction throughout the trial.
Catch disengagement early, not at T-14.

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calendar reminders
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usage tracking
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feedback capture

Engagement.

Stay in touch on a schedule, not just when problems hit.
By T-14 you should know if they're converting.

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scheduled check-ins
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active support
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pre-conversion decision
·pre-conversion·payment·post-conversion

Pre-conversion.

Verify pre-conditions before sending any payment link.
Stripe live mode must be confirmed first.

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pre-conditions
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T-14 reminder
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stakeholder alignment

Payment.

Generate the Stripe link, send it, monitor daily for completion.
Webhook fires within ~1 min of payment.

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generate payment link
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monitor stripe
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monitor dashboard

Post-conversion.

Confirm the charge landed and shift to account management.
Or, if no payment, pick a clean resolution path.

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if paid — confirm + welcome
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if not paid — pick a path
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handoff to account mgmt
·tools·escalation·glossary

Tools.

Every system you'll touch, in one place.
Bookmark these.

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dashboards
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backend
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payments

Escalation.

Know when to escalate and to whom.
Don't troubleshoot at the EF level — screenshot and send.

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escalate to George
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never DIY
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screenshot template

Glossary.

Terms you'll hear daily, defined plainly.
Romanian preserved where it's the UI label.

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lifecycle
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technical
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document