Setting up Activate
What Activate is
How the Activate pillar works operationally, what it depends on, and the path from allocation to go-live.
What Activate is
Activate is the execution pillar that follows Align. Align ends with a published strategy. Activate turns that strategy into partner campaigns, measures the results against the revenue gap, and runs a monthly review loop. In the Command Centre the Products tab labels it Phase 3 · Execution + measurement.
The prerequisite: a published Align strategy
Activate reads from the locked Business Alignment Pack that Riley publishes. Until Riley is published:
- You can still allocate Activate and save most onboarding details.
- You cannot capture the Strategy baseline. The onboarding row shows Blocked · Align publication required.
Activate always requires Align. An Activate-only engagement is not possible.
Publish the Riley Board Pack before you plan to capture the Strategy baseline. See Generate and publish the Board Pack.
The setup path
| Stage | What you do | Where |
|---|---|---|
| Allocate | Add Activate to the engagement | Clients list or client Products tab |
| Onboard | Run the seven-step wizard and capture the Strategy baseline | /admin/engagements/{engagement}/activate/onboarding |
| Connect | Request PartnerStack keys and Zoom authorisation from the client's IT contact | Products tab, Integration access card |
| Check | Clear the pre-flight readiness checks | Products tab, Pre-flight readiness card |
| Go live | Press Go live | Products tab |
Integrations never block onboarding, but go-live waits on them.
Who does what
- You (staff): allocate Activate, run onboarding, set the launch settings, request integrations, clear readiness and go live. After go-live you watch the programme from the Activate summary and the read-only mirror.
- The client: raises briefs, reviews and approves assets, logs monthly revenue, works through Reviews, and owns Finance settings.
- The client's IT contact: connects PartnerStack and Zoom through a secure setup link.