# Administrator Guide — Onboarding State & Checklist

**Document Version:** 1.0.0 (Phase 16)

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## 1. Post-Onboarding Dashboard Checklist

The dashboard displays a compact setup checklist until all 5 milestones are completed or dismissed:
1. Business Profile
2. Lead Capture
3. Follow-Up Sequence
4. Email Delivery
5. First Lead Created

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## 2. Checklist Controls

- **Dismiss:** Users can click `[Dismiss]` to hide the card from the dashboard (`onboarding_checklist_dismissed = true`).
- **Re-enable:** Can be toggled back on via `POST /onboarding/checklist/reopen`.
