Wizard Step,Template Or File,Example Data,Expected Evidence,Trainer Note
Create client,V1 first client setup,Bluebird Design Books,Company setup starts from blank or import path,Use for firm onboarding
Download template,Chart of Accounts template,Standard service business accounts,Template is available before upload,Shows guided setup
Import setup file,Customer or vendor template,Green Client Co and Harbor Office Supply,Preview or result is visible,Use small data set for training
Finish first week path,Bank import and reports,Use banking fixture 01 and core reports,First client workflow reaches reports,Connects setup to monthly work