Workflow story

Day One: From Demo to Go-Live

Follow a new operator from marketing demo intent through guided setup, sample-data rehearsal, readiness blockers, and first close-out.

Surfaces involved

One story crossing 4 product areas

Demo intent

A buyer can move from marketing demo to guided setup without losing module interest or unit context.

Demo contextGuided setupNo reset

Persona

Owner

Buying workflow

Interest

Reporting

Demo module retained

Unit

Bistro

Setup preselected

Frame 1OwnerPlatform

A buyer can move from marketing demo to guided setup without losing persona, module interest, or the unit they were exploring.

Demo contextOwner persona · reporting interest · Bistro unit

Frame 2Onboarding specialist / GMOnboarding

The onboarding specialist can load sample menus, staff, inventory, and a practice close-out before the store is live.

Practice datasetMenu, staff, inventory, and first close-out loaded

Story-only frame; no live-demo route is exposed for this off-system step.

Frame 3GMAI

Readiness checks turn missing tax, device, schedule, and menu work into a short, accountable launch queue.

Readiness6 ready · 2 blockers · tax profile and schedule remain

Story-only frame; no live-demo route is exposed for this off-system step.

Frame 4GMPlatform

Tasks, logbook, inventory counts, and shared-device handoff give the team a real first-day muscle memory.

Practice work3 tasks completed · offline count synced · logbook posted

Frame 5Owner / GMReporting

The launch is not finished when the account is configured. It is finished when the first operating day can be closed and reviewed.

Launch proofReady for first close-out · owner sign-off recorded

Tell us what your operation looks like and we will tailor the workflow story around your real handoffs.