> ## Documentation Index
> Fetch the complete documentation index at: https://scalehousesystems.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Pilot Onboarding

> Onboarding guide for pilot customers

## Overview

This guide is for pilot customers who are implementing ScaleHouse Systems in their practice.

## Pre-Onboarding Checklist

<CardGroup cols={2}>
  <Card title="Account Setup" icon="user">
    ScaleHouse account created
  </Card>

  <Card title="Connector Ready" icon="download">
    Connector downloaded and ready to install
  </Card>

  <Card title="Database Access" icon="database">
    Database credentials available
  </Card>

  <Card title="Team Identified" icon="users">
    Team members identified
  </Card>
</CardGroup>

## Onboarding Steps

<Steps>
  <Step title="Week 1: Setup">
    Install connector, activate, and verify data sync.
  </Step>

  <Step title="Week 2: Configuration">
    Configure frameworks, programs, and team members.
  </Step>

  <Step title="Week 3: Training">
    Complete team training and review initial gaps.
  </Step>

  <Step title="Week 4: Optimization">
    Optimize workflows and address any issues.
  </Step>
</Steps>

## Support

<Info>
  Pilot customers receive priority support. Contact your account manager or [support@scalehousesystems.com](mailto:support@scalehousesystems.com).
</Info>

## Next Steps

<CardGroup cols={2}>
  <Card title="Multi-Location Setup" icon="map-pin" href="/docs/docs/guides/multi-location-setup">
    Set up multiple locations
  </Card>

  <Card title="Security Best Practices" icon="shield" href="/docs/docs/guides/security-best-practices">
    Security configuration
  </Card>
</CardGroup>