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Client onboarding

Five short steps. New here? Start with the Readiness Snapshot, which captures what slows the organization down before onboarding. What you enter here becomes the first draft of your registry, your data zones, and your Census Sprint plan. Nothing here creates an agent, touches a system, or sends data anywhere in this preview.

1 · Organization
2 · Your estate
3 · Data zones
4 · Entry pillar
5 · Review

Step 1 · Organization