Setting up Activate
The onboarding wizard
The seven steps of Activate onboarding, how drafts save, and what happens when you create the Strategy baseline.
The onboarding wizard
The Activate onboarding wizard captures the Strategy baseline, the fixed record that every Activate brief, metric and Review is measured against. Open it at /admin/engagements/{engagement}/activate/onboarding, or from the onboarding action on the Products tab or the Activate summary.
The seven steps
| Step | What it captures |
|---|---|
| 1 · Confirm strategy source | Read-only view of the locked Business Alignment Pack |
| 2 · Financial calendar | Fiscal-year convention and plan year |
| 3 · Revenue baseline | Recognised partner revenue to date, plus the locked reporting currency |
| 4 · Ownership + cadence | Partnership lead and monthly review day |
| 5 · Market & product context | Target industries, core pain points, product or feature focus |
| 6 · Integrations | Optional IT contact for the PartnerStack and Zoom request |
| 7 · Review + create Anchor | Final check, then create the Strategy baseline |
Steps 1 to 3 are covered in Strategy source, calendar and baseline. Steps 4 and 5 are in Ownership, cadence and context. Step 6 is in Request integration access.
How saving works
- Moving between steps saves a draft, so you can leave and come back.
- If someone else saved newer progress, the wizard loads it and tells you to review it before continuing.
- The Remaining Strategy Anchor prerequisites panel lists anything still missing. Each item is marked Fix in Riley or Fix here.
Creating the Strategy baseline
On step 7, check every review card (each has an Edit link), then press ✓ Create Strategy Anchor. If Riley is not published yet, the button reads Save onboarding details instead. Your details are kept, but no baseline is created.
The completion screen
After creation you see Strategy baseline captured with this checklist:
- Strategy baseline captured
- Launch settings saved
- Integration request (Pending or Ready)
- Client portal access: Available after Go live
- Activate agents: Waiting for Go live
From there, Open command centre opens the engagement's mirror, and View Strategy baseline opens the captured baseline in settings.