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portal/vendor/trainer/portal-portal/needs.yaml
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# The onboarding site is a portal site, so it is held to a needs spec
# like any other.
needs:
- id: onboard-business
who: someone who runs a business where requests, approvals and handovers get lost
wants: a working site for their own roles, without commissioning software
via: Describe your business and get a first draft
lands_in: onboardings
handled_by: owners
done_when: [live, declined]
max_steps: 1
# The intake is the interview: two to reach them, four about the work.
max_fields: 6
personas:
- id: contractor-owner
need: onboard-business
text: >
I run a building firm. Enquiries come by phone, text and email
and we lose track of who promised what. I want one place where
they land and my project managers pick them up.
- id: clinic-manager
need: onboard-business
text: >
We are a physiotherapy clinic with six therapists. Referrals,
cancellations and insurance approvals all go through one inbox
that only our receptionist understands. I'd like that sorted.
- id: sports-club
need: onboard-business
text: >
I volunteer for a youth football club. Parents sign kids up,
coaches need to approve them, and the treasurer chases fees.
Right now it's a spreadsheet and a group chat.
- id: sceptical-founder
need: onboard-business
text: >
I've been burned by agencies before. If I can explain my
workflow and see something real before paying anyone, I'm in.