Customer Vault Installation — get a client live on BOB¶

Customer has a working BOB vault on their machine, opened in Obsidian, with first daily note and TaskNote created

They bought it. Now it has to actually run on their machine.

Area: Sales & Clients
Time savings: Typical run: 60–90 min (mostly synchronous with customer)
Try it: "New customer ready to receive their BOB vault — release package available, customer scheduled for install session"
Compounding: Each run refines templates and context — 6 automated steps improve with accumulated data
Frequency: Per new client
Published: 2026-06-29

Inputs¶

create-client → set up customer record in support staff's vault (30-CLIENTS/{client-id}/) with profile, install date, package version
vault-intro → generate a customer-tailored install briefing: what they're getting, what to expect, prerequisites checklist
technical-writing → produce the install runbook: step-by-step commands for the customer's OS, screenshots placeholders, common gotchas
Pre-flight check with customer (5 min before scheduled session) — confirm Obsidian installed, Python available, release zip received and unzipped
Live install session — share screen with customer, walk them through each step from the runbook. They execute on their machine; support staff observes and corrects
meeting-intelligence → capture install session notes: what was installed, customer's environment specifics, any deviations from runbook, customer questions surfaced
technical-writing → document the install in customer's record (30-CLIENTS/{client-id}/00-PROFILE/install-record.md): versions, config choices, gotchas hit, fixes applied
tasknotes → schedule first support check-in (24–48h post-install) and log any open follow-ups from the session