COLLATERAL SYSTEM 03 / 12
Onboarding guides
A "what we need from you" guide that customers actually follow.
The guide explains what to send, why it matters, and what happens next. A partner-neutral master produces every co-branded version.
THE OUTPUT / GENERATED FOR APEX INSTRUMENTS
What it makes.
Four Letter pages: cover with contents, checklist, what-to-send table, and how we get back to you.
Apex Instruments, Northlight Group, and every name, price, and contact in these files are fictional demo data. The real versions of this system run inside client systems and are not shown.
THE MECHANISM / SHOW THE SHAPE, NOT THE SOURCE
How it is made.
- 01Ask
The request names the audience and whether a partner co-brand applies.
- 02Recipe
The guide skill fixes the page order: promise and contents, before-first-order checklist, what-to-send table, how we respond.
- 03Assemble
Checklists and tables are generated from the requirements list so the guide never drifts from the real process.
- 04Check
A facts gate compares every requirement in the guide to the source list. Extra or missing items block the build.
- 05Ship
PDF for print, HTML for the portal, and a tear-off quick reference that fits the bottom of the last page.
WHAT IT READS
- Intake requirements list
- Common-mistakes log
- Contact and hours table
- Brand tokens
WHAT IT CHECKS BEFORE IT SHIPS
- Every requirement traces to the source list
- Contact table matches the directory
- Four pages, no orphan headings
- Co-brand appears on the cover only
Counts only. Client and partner names, source files, and internal wording stay private. Every example on this page was regenerated for the fictional company rather than de-branded from client work.