# IX Ruby (9ruby.com) Company Setup Checklist

## Current Status

| Item          | Status      | Details                              |
|---------------|-------------|--------------------------------------|
| Domain        | OWNED       | 9ruby.com                            |
| Vercel Team   | EXISTS      | Team "IXR" (slug: ixr, id: team_Ovp40lBLPcZdn179sKf3XGZ3) |
| GitHub Org    | CHECK NEEDED| Run commands below                   |
| Email         | NOT SET UP  | See email-setup.md                   |

---

## 1. Domain & DNS

### Check Current State
```bash
dig 9ruby.com NS +short        # Nameservers (tells you registrar)
dig 9ruby.com A +short          # Current A record
dig 9ruby.com MX +short         # Current mail setup
nslookup 9ruby.com              # Alternative
```

### DNS Records to Configure

| Purpose       | Type  | Name           | Value                                    |
|---------------|-------|----------------|------------------------------------------|
| Website       | A     | `@`            | `76.76.21.21` (Vercel)                   |
| Website       | CNAME | `www`          | `cname.vercel-dns.com`                   |
| Mail          | MX    | `@`            | See email-setup.md                       |
| SPF           | TXT   | `@`            | `v=spf1 include:zoho.com ~all`           |
| DKIM          | TXT   | `zmail._domainkey` | From Zoho                            |
| DMARC         | TXT   | `_dmarc`       | `v=DMARC1; p=quarantine; rua=mailto:ixr@9ruby.com` |
| Verification  | TXT   | `@`            | From Zoho (domain verification)          |

### Add Domain to Vercel
```bash
vercel domains add 9ruby.com --team ixr
vercel domains add www.9ruby.com --team ixr
```

---

## 2. Email

**Provider**: Zoho Mail Free (5 users, custom domain)
**Full guide**: [email-setup.md](./email-setup.md)

### Accounts to Create

| Address                     | Role                  | Type            |
|-----------------------------|-----------------------|-----------------|
| ixr@9ruby.com              | CEO / Primary         | Main user       |
| vishnu.madhavan@9ruby.com   | Professional          | Alias of ixr    |
| hello@9ruby.com            | Website contact       | Group alias     |
| support@9ruby.com          | Client support        | Group alias     |
| team@9ruby.com             | Internal distribution | Group alias     |

### Email Signature Template
```
[Name]
[Title], IX Ruby
[email] | 9ruby.com
```

- [ ] Sign up at zoho.com/mail
- [ ] Verify domain ownership
- [ ] Add MX records
- [ ] Add SPF, DKIM, DMARC records
- [ ] Create user accounts and aliases
- [ ] Set up email signatures
- [ ] Send test emails (use mail-tester.com)
- [ ] Configure mobile apps (Zoho Mail app)

---

## 3. GitHub Organization

### Check/Create
```bash
# Check existing orgs
gh org list

# Check if these names are taken
gh api /orgs/9ruby 2>&1
gh api /orgs/nine-ruby 2>&1
gh api /orgs/ixruby 2>&1

# Create org (pick available name, prefer "9ruby")
# GitHub UI: https://github.com/organizations/plan
```

### Org Setup Checklist
- [ ] Create org (preferred: `9ruby`, fallback: `nine-ruby` or `ixruby`)
- [ ] Set profile picture (9Ruby logo)
- [ ] Set org description: "IX Ruby — AI-Powered Digital Agency"
- [ ] Set org URL: https://9ruby.com
- [ ] Set org email: hello@9ruby.com

### Repos to Create
| Repo                  | Visibility | Purpose                        |
|-----------------------|------------|--------------------------------|
| `9ruby.com`           | Private    | Main website                   |
| `ix-ruby-agency`      | Private    | Agency operations & tools      |
| `9ruby-ai`            | Private    | 9Ruby AI platform              |
| `rubix`               | Public     | Rubix CLI (open-source)        |
| `saumya-properties`   | Private    | Real estate template           |
| `templates`           | Public     | Open-source templates          |
| `.github`             | Public     | Org profile README             |

### Teams to Create
| Team          | Access   | Members  |
|---------------|----------|----------|
| `founders`    | Admin    | vishnu   |
| `engineering` | Write    | devs     |
| `design`      | Write    | designers|
| `clients`     | Read     | per-project basis |

---

## 4. Vercel Team

**Status**: Team "IXR" already exists (slug: `ixr`)

### Setup Checklist
- [ ] Add 9ruby.com domain to Vercel team
- [ ] Add www.9ruby.com redirect
- [ ] Configure environment variables for team
- [ ] Set up deployment notifications (to team@9ruby.com)

### Projects to Deploy
| Project              | Domain                  | Framework    |
|----------------------|-------------------------|-------------|
| IX Ruby Website      | 9ruby.com               | Next.js     |
| 9Ruby AI             | app.9ruby.com           | React/Vite  |
| Saumya Properties    | saumya.9ruby.com        | Next.js     |
| Client Portal        | portal.9ruby.com        | Next.js     |

### Subdomains to Plan
```
9ruby.com           — Main website / landing
app.9ruby.com       — 9Ruby AI platform
portal.9ruby.com    — Client portal
docs.9ruby.com      — Documentation
api.9ruby.com       — API endpoints
```

---

## 5. Notion Workspace

### Structure
```
IX Ruby Workspace/
  Company/
    Mission & Vision
    Brand Guidelines
    Company Policies
    Meeting Notes
  Projects/
    [Client Name]/
      Brief
      Deliverables
      Timeline
      Communications
  Engineering/
    Architecture Decisions
    Tech Stack
    Runbooks
    Incident Log
  Sales/
    Proposals Template
    Pricing
    Client Pipeline (Kanban)
    Contracts
  Operations/
    Onboarding Guides
    Tool Access Matrix
    Expense Tracking
    OKRs / Goals
```

### Setup Checklist
- [ ] Create Notion workspace "IX Ruby"
- [ ] Set up template structure above
- [ ] Create database: Client Pipeline
- [ ] Create database: Project Tracker
- [ ] Create database: Task Board
- [ ] Invite team members

---

## 6. Employee Onboarding Template

### Day 1
- [ ] Create @9ruby.com email account
- [ ] Send welcome email with credentials
- [ ] Add to GitHub org + appropriate team
- [ ] Add to Vercel team (if engineering)
- [ ] Add to Notion workspace
- [ ] Add to Slack/Discord channel
- [ ] Schedule intro call with Vishnu

### Week 1
- [ ] Review brand guidelines
- [ ] Review tech stack documentation
- [ ] Set up local development environment
- [ ] Complete first small task / PR
- [ ] Review company policies
- [ ] Set up time tracking (if applicable)

### Tools Access Matrix
| Tool      | Engineering | Design | Operations |
|-----------|-------------|--------|------------|
| GitHub    | Write       | Read   | --         |
| Vercel    | Deploy      | View   | --         |
| Notion    | Full        | Full   | Full       |
| Zoho Mail | Yes         | Yes    | Yes        |
| Figma     | View        | Edit   | --         |
| Firebase  | Admin       | --     | View       |
| Supabase  | Admin       | --     | View       |

---

## 7. Client Onboarding Template

### Pre-Project
- [ ] Discovery call completed
- [ ] Proposal sent and signed
- [ ] Invoice sent (deposit)
- [ ] Contract signed
- [ ] Client added to portal (portal.9ruby.com)

### Project Setup
- [ ] Create project folder in Notion
- [ ] Create GitHub repo (if applicable)
- [ ] Create Vercel project (if web)
- [ ] Set up staging environment
- [ ] Share project timeline with client
- [ ] Schedule kickoff call

### Communication
- Primary: Email (support@9ruby.com)
- Updates: Client portal (portal.9ruby.com)
- Meetings: Google Meet / Zoom
- Frequency: Weekly status updates

### Handoff
- [ ] Deploy to production
- [ ] Transfer domain/hosting (if client-owned)
- [ ] Documentation delivered
- [ ] Training session completed
- [ ] Final invoice sent
- [ ] Request testimonial/review
- [ ] Add to portfolio

---

## 8. Branding Assets Needed

### Logo
- [ ] Primary logo (9Ruby logo, Rubik's cube animation concept)
- [ ] Logo mark only (the "9")
- [ ] Dark background variant
- [ ] Light background variant
- [ ] Favicon (16x16, 32x32, 180x180)
- [ ] Social media sizes (400x400, 1200x630)

### Brand Colors
Document in brand guidelines:
- Primary color
- Secondary color
- Accent color
- Neutral palette
- Dark mode variants

### Typography
- Heading font
- Body font
- Code font (for technical content)

### Templates
- [ ] Email signature HTML template
- [ ] Proposal template (Google Docs / Notion)
- [ ] Invoice template
- [ ] Contract template
- [ ] Slide deck template
- [ ] Social media post templates
- [ ] Business card design

### Social Profiles to Create
- [ ] GitHub org (with profile README)
- [ ] X / Twitter (@9rubyai or @ixruby)
- [ ] LinkedIn company page
- [ ] Product Hunt (for 9Ruby AI launch)

---

## Quick Start Commands

```bash
# 1. Check domain DNS
dig 9ruby.com NS +short
dig 9ruby.com A +short
dig 9ruby.com MX +short

# 2. Check/create GitHub org
gh org list
gh api /orgs/9ruby

# 3. Vercel - add domain
vercel domains add 9ruby.com --team ixr

# 4. Test email after setup
dig 9ruby.com MX +short
dig 9ruby.com TXT +short
# Then send test to check-auth@verifier.port25.com
```

---

## Priority Order

1. **Email** — Set up Zoho Mail (blocks professional communication)
2. **DNS** — Add all records (MX, SPF, DKIM, DMARC, Vercel)
3. **GitHub Org** — Create and migrate repos
4. **Vercel Domain** — Connect 9ruby.com to Vercel team
5. **Branding** — Logo, colors, templates
6. **Notion** — Workspace structure
7. **Onboarding Docs** — Employee + client templates
8. **Social Profiles** — GitHub README, LinkedIn, X