First Client Onboarding
Operational checklist for moving MetaHaus OS from demo-safe review into controlled internal use and the first GrabMe onboarding pass.
Production readiness
Live credentials, domain, and safety gate status.
Integration status
Supabase, GitHub, Stripe, Zoho, storage, and app URL.
GrabMe readiness
Workspace seed and onboarding readiness for first client review.
Demo safety
Keep demo mode until production auth and access are verified.
Production Readiness Checklist
Items to clear before first live internal use.
GitHub setup
Read-only repository sync credentials are present.
Supabase setup
Supabase public keys are configured.
Vercel setup
Set NEXT_PUBLIC_APP_URL to the production portal domain.
Stripe setup
Stripe key, payment link, and webhook secret are present.
Zoho Books setup
Zoho Books OAuth credentials are present.
Zoho Sign setup
Zoho Sign OAuth credentials are present.
Demo mode safety
Demo auth remains enabled for safe internal testing.
Missing Environment Variables
Use `docs/ENV_SETUP_GUIDE.md` before production deployment.
GrabMe Workspace Readiness
Current value: $45,000; balance and launch conditions remain visible to the client.
GrabMe workspace readiness
Grab Me LLC Workspace
82% progress, Pending Signature.
Contract readiness
Ready for Signature
MetaHaus Master Software Development Agreement v1.0 is Ready for Signature.
Invoice readiness
INV-0001
Monthly Product Development Retainer is Draft.
Payment readiness
Payment path available
Stripe payment link is configured.
GitHub readiness
Connected
Live GitHub credentials are present.
File upload readiness
Demo upload
12 files indexed; storage buckets still need production setup.
GrabMe Onboarding Checklist
Manual operating sequence for the first client onboarding run.
1. Create real workspace
Confirm GrabMe production workspace record, roles, and module access.
2. Upload signed contract
Store final agreement or executed copy in the Contracts/Files workspace.
3. Send Zoho Sign agreement
Use Zoho Sign only after final legal copy is approved.
4. Create first invoice
Prepare INV-0001 from Zoho Books or internal finance review.
5. Enable Stripe payment link
Add the production hosted payment link for GrabMe.
6. Connect GitHub repository
Attach read-only repo sync for GrabMe delivery visibility.
7. Invite developer
Invite MetaHaus developer with assigned workspace access.
8. Invite client
Invite GrabMe client admin and finance contact after permissions are reviewed.
9. Verify access permissions
Confirm internal and client users see only the intended workspace surfaces.
10. Run full client journey test
Login, workspace, contract, invoice, payment, files, GitHub, approvals, notifications, and support.
Lifecycle Checklist
Workspace journey gates that control client-facing module unlocks.
Draft
Lifecycle step reached or simulated.
Pending Signature
Execute the agreement before invoices and delivery work become client-accessible.
Contract Executed
Pending future workspace progress.
Payment Requested
Pending future workspace progress.
First Payment Received
Pending future workspace progress.
Development Active
Pending future workspace progress.
QA Active
Pending future workspace progress.
Launch Ready
Pending future workspace progress.
Launch Balance Due
Pending future workspace progress.
Launched
Pending future workspace progress.
Handover Complete
Pending future workspace progress.
Maintenance
Pending future workspace progress.
Safety Gate
Do not disable demo mode or send live provider actions until production auth, RLS, storage policies, and GrabMe access are verified.
Current user
Perla Haddad
Primary domain
portal.metahaus.studio
Active data source
Supabase