OnRamp Playbook Audit Checklist

Use this checklist to score the quality of a Playbook before publishing or reusing it with a customer.

Scoring: ✅ Pass = 2 pts  |  ⚠ Minor Issues = 1 pt  |  ❌ Major Issues = 0 pts
Pass Threshold: 19/24 or higher — anything below requires revision before publishing.

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General (Max 6 pts)

• ⬜ Playbook title follows standard: Product – Tier – Implementation Type
• ⬜ Duration and task count align with scope (no overruns)
• ⬜ Customer-facing descriptions are clear, with no internal jargon

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Module Level (Max 6 pts)

• ⬜ Modules use format: Gerund + Object (e.g., “Preparing Database”)
• ⬜ Module sequence reflects the customer journey (Kickoff → Data → Training)
• ⬜ Role restrictions applied (Customer / Internal)

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Task Level (Max 8 pts)

• ⬜ Task names are action-oriented (no “your/our”)
• ⬜ Task Type correctly set (Customer vs. Internal)
• ⬜ Dependencies in place (no orphaned tasks)
• ⬜ Start/Due Dates set using relative offsets (not blank)
• ⬜ Visibility correct (customer tasks visible, internal tasks hidden)
• ⬜ All links validated (no broken links)
• ⬜ Task descriptions are concise (≤2 lines)
• ⬜ Subtasks or guides used for additional detail

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Visual & UX (Max 2 pts)

• ⬜ Screenshots/visuals used appropriately
• ⬜ Consistent color palette & alt-text applied

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Automations & Data (Max 2 pts)

• ⬜ Automations configured & tested in Sandbox
• ⬜ Required data fields linked to CRM

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Score Totals

• General: ___ / 6
• Module: ___ / 6
• Task: ___ / 8
• Visual/UX: ___ / 2
• Automations/Data: ___ / 2
• Overall Score: ___ / 24