What you provide
- The signed scope or handover notes
- Your docs
- Email and calendar
Get them to first value.
Guide customers through setup and flag the steps where they need help.
Onboarding Guide
Onboarding is a checklist that assumes the customer is reading it. Most of the value is in noticing the step where they stopped, which nobody is watching for.
Turns what was actually sold into the path to first value, not a tour of every feature
Tracks who owns each dependency, on both sides
Answers the setup questions it can answer, from your own documentation
Tells the account owner where the customer stalled, and what would unstick it
Get them to first value
Guide customers through setup and flag the steps where they need help.
Illustrative output. Your brief defines the result.What you provide. What you get back.
What you receive
Tells the account owner where the customer stalled, and what would unstick it
Review the output and its supporting context before deciding the next step.
See it in action.
A product walkthrough will show this task from brief to output.
Review boundaries
- Any message to the customer
- Changing configuration, permissions or access in the customer's workspace
Available tools and actions are confirmed during workspace setup.
