# Client Delivery Checklist

## Before setup

- [ ] Client completed onboarding form.
- [ ] Twilio number selected.
- [ ] Business phone verified.
- [ ] Owner phone verified.
- [ ] Owner email verified.
- [ ] Business hours confirmed.
- [ ] Booking link confirmed or marked as not available.
- [ ] Service areas confirmed.
- [ ] SMS opt-out language approved.

## Technical setup

- [ ] Project deployed.
- [ ] Environment variables added.
- [ ] `/health` route works.
- [ ] Twilio Voice webhook connected.
- [ ] Twilio SMS webhook connected.
- [ ] Admin dashboard password changed.
- [ ] Test missed call completed.
- [ ] Test after-hours flow completed.
- [ ] Test SMS reply completed.
- [ ] Test photo upload completed.
- [ ] Test owner SMS alert completed.
- [ ] Test owner email alert completed.

## Client training

- [ ] Show dashboard.
- [ ] Explain lead statuses.
- [ ] Explain CSV export.
- [ ] Explain AI limitations.
- [ ] Explain how to mark leads booked/closed/lost.
- [ ] Explain follow-up schedule.