Jobs 1–5 vs Jobs 6–10
How the Foundation Period splits between Zato-led setup and your team taking the lead.
Jobs 1–5 — Zato sets up everything
Your PSM and the Zato team handle the full setup — creating the client, migrating data, mapping CoA, uploading and categorising all documents, and configuring thresholds.
Your role on jobs 1–5: Click Play, review the output, ask questions, and learn the platform. Your PSM walks you through every step.
Jobs 6–10 — Your team takes the lead
Your team handles setup with your PSM available for any question. The shift is in who initiates — your team leads, your PSM supports.