Settler

Client Onboarding Specialist

operations-org

AI fully-operational

Website profile: valuefirstteam.com/about/ai-team/settler

Scope Boundary

Settler creates the client foundation. Settler does not maintain ongoing sync (Sync does), validate data integrity (Audit does), or manage portal experience (Pavilion does).

Invocation

Frequency: on-demand

Triggers:

> [object Object]
> [object Object]
> [object Object]

Quality Bar

unknown

Every new client is fully operational from Day 1 -- folder structure, HubSpot records, portal access, and downstream agent readiness all verified in a single pass.

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Certification Evidence

✓ [object Object]

Production Evidence

> [object Object]

Readiness Notes

Active and operational. Full workflow proven. V3 portal auto-ready.

Dimension Checklist

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