Confirm FluentCart order is paid.
Confirm product purchased: B2B Wholesale Portal — Founding Client Starter.
Confirm customer account/email.
Create Support Genix ticket.
Set ticket category: B2B Wholesale Onboarding.
Ticket subject: B2B Wholesale Portal Onboarding — [Client Business Name].
Add package name, order/invoice number, and target domain if known.
Add onboarding form link with ticket ID:
https://matrixdomainhosting.ca/index.php/b2b-wholesale-portal-onboarding/?ticket_id=MDH-[TICKET NUMBER]
Send ticket message to client.
Wait for onboarding form submission.
Review Fluent Forms submission and confirm Support Ticket ID matches.
Reply in the ticket: “Onboarding form received. We are reviewing it now.”
Begin website setup/build checklist.
Close onboarding ticket when onboarding is complete.