The Minimum Viable Dataset
Classify common fields by whether they are required, optional, need separate consent, or should be removed.
Onboarding purpose: create the customer workspace and contact the admin. Sort each requested field. Required for stated purpose Optional but relevant Separate consent needed Remove from this flow Admin name for account setup Admin work email for login and service notices Contract ID to match the purchased plan Department size to tailor onboarding examples Timezone for scheduling live setup help Permission to contact them about a public case study Birthday for a possible customer delight campaign Personal mobile number in case email is slow
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