Brand onboarding workflow

High-level onboarding flow, ownership, and launch checklist for a new MVNO brand.

Overview

Use this workflow to take a new MVNO brand from kickoff to launch. Run onboarding like a short project with clear owners and acceptance criteria.

Use Brand Onboarding Configuration for the exact fields and asset specs.

At a glance

• Brand provides inputs and assets.

• Reach configures the tenant and journeys.

• Brand reviews staging and signs off.

• Reach launches production.

• Brand + Reach run post-launch changes through a controlled request process.

Workflow

1

1) Kickoff and scope

Confirm what you’re launching. Lock owners, target dates, and sign-off criteria.

Decisions to confirm:

• Brand name + legal entity

• Service availability model (all ZIPs vs ZIP validation)

• Plans and pricing model (1–4 plans)

• Support model (Reach-managed L1 + brand-managed support)

• Any bolt-ons required for launch

Output: scoped launch plan and owners.

2

2) Provide onboarding inputs

Share the required business details and brand assets.

Brand provides:

• Completed onboarding inputs (fields + assets)

• Credentials and IDs for any brand-owned integrations (if applicable)

Output: onboarding packet marked complete.

3

3) Reach configuration and build

Reach sets up your tenant, journeys, content, and policies.

Common parallel workstreams:

• Domain readiness (if using a custom domain)

• Marketing and analytics tags (GTM / GA4)

• Support tooling and contact points

• Optional device store enablement (if in scope)

Output: staging environment ready for review.

4

4) Staging review and acceptance

Validate the end-to-end customer experience. Treat this as a release readiness review.

Minimum checks:

• Homepage content renders correctly across devices

• Plan selection, checkout, and payment descriptor

• Eligibility gates (ZIP validation) behave as intended

• Support contact details are correct

• SEO and social cards preview correctly when shared

Output: sign-off to launch.

5

5) Launch and post-launch rhythm

Reach takes production live after sign-off. Then you move into BAU operations.

Align on:

• Escalation path and operational contacts

• Reporting cadence and distribution lists

• Who approves future catalog, content, and policy changes

Output: brand live, with an operating rhythm.

Suggested owners (minimum)

• Brand onboarding owner: accountable for inputs and sign-off.

• Reach onboarding lead: accountable for configuration and launch.

• Brand marketing owner: content + SEO approvals.

• Brand care/ops owner: support model, contacts, and escalation readiness.

Questions or clarification? Reach out to your respective account manager or email at [email protected]