WatuFlex
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Customer onboarding checklist

From signature to a working system

For WatuFlex clients · Web page and Word file

StepOwnerDone
Contract signed / first invoice paidSales☐
Company created in WatuCRM and sent to Watu CloudSales☐
Enrolment token issuedSales☐
Hardware checked: SSD, UPS, wired network, TPM onEngineer☐
WatuOS installed; box enrolledEngineer☐
Licence activated: applications and end dateSales☐
Backup passphrase set by the client's adminClient + engineer☐
Staff trained; handover sheet signedEngineer☐
30-day check-in call bookedSales☐
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