SaferHub Onboarder

Step 1

Intake / Pre-Discovery

Customer Intake

Company name Primary contact Contact email Phone Target launch Onboarder customer ID

JotForm Results Import

Paste a JotForm webhook JSON payload, exported row JSON, or simple key/value text. The questionnaire answers will update this customer's profile and Discovery question recommendations.

Questionnaire Signals

Customer Profile Preview

Step 2

Discovery Call Information

Discovery Call Schedule

Discovery call date Discovery call time

Discovery Call Brief

Pre-call status comes from the questionnaire. Call notes can be typed manually or populated from transcript processing.

Transcript or Call Notes

Step 3

Launch Plan

Launch Plan Details

Account type Organization name URL White labeling Goals What does a successful launch look like? Primary decision makers and key contacts Admins and access / permissions Custom user fields Custom fields and uses Custom user fields needed before launch Learning programs In-person courses Historical documents Driver files What we need to teach Branding and white-labeling notes Data and configuration needs Training structure Special requirements What SaferHub needs to do What we need from the customer

SaferHub Setup Checklist

Customer Materials

Incoming Files

Attach files received from JotForm or manually uploaded. This first version stores file names and status locally.

Step 4

Admin Training Information

Admin training date Admin training time

Admin training agenda Admins and roles

Step 5

Pre-Launch

Target Launch Date Not set

Update this from Intake / Pre-Discovery.

Last minute To-Dos Launch communication owner

Launch Readiness

Step 6

Customer Profile

Review the final profile before moving this customer out of Onboarder.

SaferHub Onboarder

Upcoming Meetings

Past Meetings

Customers in Onboarding

Intake / Pre-Discovery

Customer Intake

JotForm Results Import

Questionnaire Signals

Customer Profile Preview

Discovery Call Information

Discovery Call Schedule

Discovery Call Brief

Transcript or Call Notes

Launch Plan

Launch Plan Details

SaferHub Setup Checklist

Customer Materials

Incoming Files

Admin Training Information

Pre-Launch

Launch Readiness

Customer Profile

Profile Summary

Customer Profiles

Profile Database

Selected Profile

Add Customer Profile

Company Overview

Renewal & Billing

Initial Contact History Entry