VANGUARD INTAKE AI - SAMPLE CLIENT ONBOARDING CHECKLIST
MANDILE SEO | REFERENCE ONLY | NOT AN ACTIVE CLIENT INSTALLATION

[ ] Client company, service area, coverage hours and legal entity confirmed
[ ] Phone carrier number owned or authorized; human failover number tested
[ ] AI agent disclosure and applicable call recording consent reviewed
[ ] Approved emergency categories, dangerous situations and safety escalation
[ ] Approved diagnostic/dispatch fee scope (never assume an illustrative $189)
[ ] Client-owned CRM, field-service platform, authorized access and data rights
[ ] Actual pipeline, team, business unit, job type and notification mappings verified
[ ] Webhook authentication, replay resistance, idempotent event IDs, safe PII storage
[ ] Human pager acknowledgment; separate status for accepted versus booked jobs
[ ] Client-approved PCI-capable payment provider; no spoken card numbers captured by the AI
[ ] Booking, payment and customer ETA validated by independent providers
[ ] Customer contact and opt-out consent; no referral dialing without opt-in
[ ] Holiday on-call list, backup carrier line, outage scripts, failover drills tested
[ ] Approved sandbox call, invalid request and failed notification tested
[ ] QA/revenue reporting based on real CRM and paid invoices; no fictitious multiplier
[ ] Owner signoff, release checklist, credential rotation and rollback documented

PROPOSED SYSTEM ONLY; DOES NOT REPRESENT A RUNNING SERVICE OR SLA.
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