DOCS / CLIENT PLAYBOOK
Everything you need to run the platform we built you.
GETTING STARTED
Kickoff & discovery
Welcome to your platform. This playbook walks your team through everything from publishing a rapid-response page to reading the finance dashboard at 11pm on election night. Bookmark it — and know the war-room line is always open.
Before the build begins, we run a discovery session to map your race, your list, your processor, and your deadlines. The output is a shared build calendar every stakeholder can see.
→ TIP
Add your finance director and comms lead to the shared calendar on day one. Access delays are the number-one cause of a slipped launch.
Add your finance director and comms lead to the shared calendar on day one. Access delays are the number-one cause of a slipped launch.
What we need from you
- ✳Domain registrar and DNS access
- ✳ActBlue (or processor) entity ID
- ✳Brand assets — logo, colors, typefaces
- ✳A single point of contact for approvals
Once those land, we schedule the kickoff and the clock starts. Next up: Access & credentials →