Client Onboarding Plan

Onboarding outcome and success criteria

[Desired first value, target date, success metric, and sponsor]

Welcome, access, and data readiness

[Users, access, data, integrations, and security prerequisite]

Configuration and enablement

[Configuration choice, training audience, materials, and completion evidence]

Milestones, owners, and client actions

[Milestone, owner, dependency, client action, and due date]

Risks, escalation, and communication

[Risk trigger, escalation contact, response time, and update cadence]

First-value review and handoff

[First-value evidence, open issue, steady-state owner, and review date]

Measurement and Ownership