HOW IT WORKS
Onboarding is a structured process, not a purchase. Each stage defines what you do, what we do, and what must be satisfied before the next stage begins.
Not every checkpoint applies to every brand. Requirements depend on business model, service categories, partners, and jurisdiction.
01
CLIENT
Submits a platform consultation request describing profession, audience, niche, and objectives.
PLATFORM
Reviews fit, explains the model, and identifies which infrastructure modules are relevant.
COMPLIANCE CHECKPOINT
Initial business-model screening and eligibility discussion.
02
CLIENT
Establishes or configures an independent legal entity and acquires a domain.
PLATFORM
Provides integrated business-formation and domain resources and records legal business details.
COMPLIANCE CHECKPOINT
Business identity, entity documentation, and domain ownership.
03
CLIENT
Selects niche, target audience, market positioning, and service categories.
PLATFORM
Maps the selected positioning to available infrastructure and applicable requirements.
COMPLIANCE CHECKPOINT
Business-model classification and category eligibility.
04
CLIENT
Defines brand name, logo direction, palette, typography, personality, and messaging.
PLATFORM
Builds the identity system and applies approved messaging architecture.
COMPLIANCE CHECKPOINT
Claims review of brand messaging and taglines.
05
CLIENT
Configures the product and service categories the brand intends to support.
PLATFORM
Confirms which categories can be supported and which require additional review or partners.
COMPLIANCE CHECKPOINT
Category restrictions, prohibited claims, and geographic considerations.
06
CLIENT
Supplies content, assets, and business information.
PLATFORM
Builds the managed branded website and integrates commerce, fulfillment, payment, CRM, analytics, and eligible healthcare infrastructure.
COMPLIANCE CHECKPOINT
Required disclosures, privacy architecture, and website standards installed.
07
CLIENT
Provides required business and partner information.
PLATFORM
Performs applicable readiness and documentation reviews.
COMPLIANCE CHECKPOINT
Required licenses, disclosures, partners, payment infrastructure, geographic availability, and certification status where applicable.
08
CLIENT
Completes required acknowledgments and training.
PLATFORM
Activates the brand once required requirements have been satisfied.
COMPLIANCE CHECKPOINT
Final compliance review and launch-readiness gates.
09
CLIENT
Operates the business and requests changes through the managed process.
PLATFORM
Maintains the site, technology, integrations, and compliance controls, and applies platform updates.
COMPLIANCE CHECKPOINT
Ongoing monitoring, document expiration tracking, and policy updates.
10
CLIENT
Builds audience, runs approved campaigns, and develops the brand.
PLATFORM
Delivers marketing and compliance education and reviews campaigns that require it.
COMPLIANCE CHECKPOINT
Advertising review, substantiation, and disclosure requirements.