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Client Onboarding Process

The Onboarding Process at p10node ensures a seamless and efficient transition for clients who have completed the Client Intake and Pre-Qualification phase. It combines operational structure with strategic insight, leveraging data and collaboration to set up client projects effectively while contributing to p10node’s broader understanding of the blockchain economy.

Objectives

• Smooth transition: Guide clients from intake to active engagement with minimal friction.
• Customized experience: Tailor onboarding to meet the unique requirements of each client and project.
• Efficient resource allocation: Deploy p10node resources strategically to align with client needs.
• Data-driven insights: Use onboarding interactions to enrich p10node’s understanding of global RPC and NodeFi trends.

Key Components of the Onboarding Process

1. Collaborative Space Transition

• Status Update:
  • The collaborative space established during intake transitions to “onboarding” mode once formal agreements (e.g., Freemans) are signed.
  • p10 administrators manage this transition, ensuring continuity in data and collaboration.
• New Onboarding Modules:
  • Tailored modules become available to administrators, addressing specific onboarding scenarios such as:
    • Infrastructure configuration.
    • Documentation sharing and compliance checks.
    • Milestone and task tracking.
• Seamless Continuity:
  • All data and notes from the intake phase are preserved, ensuring a smooth flow of information into onboarding.

2. Account Setup and Access

• Wallet-Based Authentication:
  • Clients use their blockchain wallet (e.g., MetaMask, Keplr) to access the onboarding environment.
• Client Dashboard:
  • Clients are granted access to a centralized dashboard for tracking project progress and interacting with the p10 team.
• Administrative Management:
  • A designated p10 administrator oversees the onboarding process, addressing client questions and ensuring timely setup.

3. Infrastructure Configuration

• Environment Setup:
  • Configure client-specific services, such as:
    • RPC services.
    • Node-as-a-Service (NaaS).
    • Validators and snapshots.
• Tailored Solutions:
  • Align setups with client preferences, including blockchain networks (Testnet/Mainnet) and custom infrastructure requirements.
• Testing and Validation:
  • Perform thorough testing to ensure all configurations are operational and meet client expectations.

4. Documentation and Training

• Resource Handover:
  • Provide clients with project-specific documentation, including:
    • Technical guides for using p10node services.
    • Access credentials and support resources.
• Training Modules:
  • Offer optional training to help clients manage their infrastructure efficiently.
  • Topics may include:
    • Monitoring node performance.
    • Managing RPC endpoints.
    • Leveraging p10node tools, such as Statesync and Snapshots.

5. Go-Live and Post-Launch Support

• Final Testing:
  • Conduct a pre-launch checklist to verify all services are ready for deployment.
• Launch Coordination:
  • Coordinate with the client for a smooth go-live process.
• Support and Escalation:
  • Provide ongoing support through the client dashboard and a dedicated p10 support team.

Strategic Importance of Onboarding

Collaborative Space as a Data Resource

The collaborative space is a cornerstone of the onboarding process, not only for managing client interactions but also for gathering strategic data.

1. Global Blockchain Economy Insights:
   • Aggregates client data and interactions to provide a deeper understanding of blockchain infrastructure needs.
   • Identifies trends in NodeFi economics, helping refine p10node’s services and offerings.
2. Big Data Development:
   • Builds a comprehensive dataset to analyze industry demands and shifts.
   • Supports predictive analytics for long-term strategy development.
3. Improved Engagements:
   • Feedback loops from onboarding interactions inform updates to survey modules and operational workflows, ensuring p10node stays aligned with client and market needs.

Benefits of a Streamlined Onboarding Process

• Efficiency:
  • Simplifies client onboarding with wallet-based authentication and tailored modules.
• Transparency:
  • Keeps clients informed at every stage of the process through dashboards and clear communication.
• Scalability:
  • Supports multiple onboarding engagements simultaneously without sacrificing quality.
• Actionable Insights:
  • Leverages onboarding interactions to contribute to p10node’s understanding of RPC and NodeFi markets.

Future Enhancements

• AI-Assisted Customization:
  • Use AI to recommend onboarding modules based on client profiles and past engagements.
• Blockchain-Based Agreements:
  • Secure finalized agreements and terms on-chain for greater transparency and security.
• Self-Service Onboarding:
  • Develop self-service tools for clients to configure basic infrastructure independently, reducing reliance on administrators.